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, LL Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,523 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,419 | $91,439-76.6% | $135,974-84.2% | $71,511-70.0% |
| Participation rate | 54.1% | 75.7%-21.5pp | 81.9%-27.8pp | 67.9%-13.8pp |
| Annual return | 18.87% | 29.90%-11.0pp | 68.30%-49.4pp | 28.86%-10.0pp |
| Employer contribution / active EE | $2,780 | $3,705-24.9% | $4,859-42.8% | $2,589+7.4% |
| Participant deferral / active EE | $5,162 | $7,093-27.2% | $7,760-33.5% | $4,291+20.3% |
| Admin fee / account holder | $159 | $1,267-87.5% | $10,767-98.5% | $1,588-90.0% |