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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,375 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $9,502 |
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 | $58,747 | $62,928-6.6% | $172,753-66.0% | $67,582-13.1% |
| Participation rate | 23.0% | 64.5%-41.5pp | 82.6%-59.6pp | 71.3%-48.3pp |
| Annual return | 21.68% | 30.36%-8.7pp | 803.00%-781.3pp | 378.57%-356.9pp |
| Employer contribution / active EE | $645 | $1,636-60.6% | $5,144-87.5% | $2,148-70.0% |
| Participant deferral / active EE | $710 | $2,145-66.9% | $5,198-86.3% | $3,539-80.0% |
| Admin fee / account holder | $269 | $167+61.6% | $13,956-98.1% | $142+89.2% |