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 | $47,989 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,755 |
MATRIX TRUST COMPANY3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,134 | $65,435+8.7% | $86,677-17.9% | $66,914+6.3% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+24.9pp |
| Annual return | -19.30% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,462 | $2,153+14.3% | $2,836-13.2% | $2,544-3.2% |
| Participant deferral / active EE | $7,486 | $4,100+82.6% | $4,656+60.8% | $4,237+76.7% |
| Admin fee / account holder | $351 | $642-45.2% | $7,493-95.3% | $593-40.8% |