Filed May 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 20891 MONTEREY AVE · PRIOR LAKE, MN 55372 | Consulting | $53,955 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,393 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,451 | $79,171+11.7% | $102,423-13.6% | $74,495+18.7% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 14.66% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,176 | $2,362+34.4% | $3,023+5.0% | $2,623+21.1% |
| Participant deferral / active EE | $7,984 | $4,415+80.8% | $5,053+58.0% | $4,346+83.7% |
| Admin fee / account holder | $361 | $2,001-81.9% | $9,451-96.2% | $1,942-81.4% |