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 | Investment management fees paid direc... | $10,242 |
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 | $45,201 | $46,173-2.1% | $170,435-73.5% | $69,631-35.1% |
| Participation rate | 29.5% | 63.9%-34.4pp | 83.6%-54.1pp | 70.7%-41.2pp |
| Annual return | 16.82% | 21.62%-4.8pp | 205.94%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $780 | $1,610-51.6% | $5,432-85.6% | $2,032-61.6% |
| Participant deferral / active EE | $858 | $2,080-58.8% | $4,939-82.6% | $3,224-73.4% |
| Admin fee / account holder | $119 | $116+2.2% | $13,881-99.1% | $110+7.4% |