Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 18 · EIN 47-1411118 | Custodial (other than securities); In... | $27,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,578 | $36,916-0.9% | $156,551-76.6% | $57,658-36.6% |
| Participation rate | 28.1% | 63.4%-35.3pp | 84.0%-55.9pp | 70.2%-42.1pp |
| Annual return | 8.31% | 12.38%-4.1pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $695 | $1,571-55.8% | $5,501-87.4% | $1,974-64.8% |
| Participant deferral / active EE | $740 | $1,926-61.6% | $4,871-84.8% | $3,061-75.8% |
| Admin fee / account holder | $270 | $82+227.5% | $13,028-97.9% | $95+185.8% |