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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,074 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,287 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,852 | $79,223-34.5% | $102,460-49.4% | $74,478-30.4% |
| Participation rate | 91.3% | 74.8%+16.6pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 14.05% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $867 | $2,363-63.3% | $3,025-71.3% | $2,626-67.0% |
| Participant deferral / active EE | $5,300 | $4,417+20.0% | $5,056+4.8% | $4,350+21.8% |
| Admin fee / account holder | $224 | $2,003-88.8% | $9,460-97.6% | $1,946-88.5% |