Filed January 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $23,634 |
BOECKERMANN GRAFSTROM & MAYER LLC2 years Filed as: BOECKERMANN, GRAFSTROM & MAYER, LLC Service code 10 4470 W 78TH STREET CIRCLE, STE 200 · BLOOMINGTON, MN 55435 | Accounting | $8,550 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,560 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,192 | $44,873+18.5% | $79,464-33.1% | $56,287-5.5% |
| Participation rate | 90.1% | 68.7%+21.3pp | 73.3%+16.7pp | 69.9%+20.2pp |
| Annual return | -4.28% | 0.81%-5.1pp | 718.14%-722.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,388 | $2,140-35.1% | $2,800-50.4% | $2,111-34.3% |
| Participant deferral / active EE | $4,878 | $2,746+77.6% | $3,704+31.7% | $3,350+45.6% |
| Admin fee / account holder | $53 | $418-87.4% | $5,113-99.0% | $521-89.8% |