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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 26 · EIN 47-1411118 | Advisory (Participants) | $7,867 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,242 | $102,429-73.4% | $147,096-81.5% | $80,925-66.3% |
| Participation rate | 61.6% | 75.9%-14.2pp | 82.2%-20.5pp | 67.7%-6.0pp |
| Annual return | 21.64% | 135.02%-113.4pp | 419.75%-398.1pp | 35.65%-14.0pp |
| Employer contribution / active EE | $3,479 | $3,716-6.4% | $4,936-29.5% | $2,756+26.2% |
| Participant deferral / active EE | $6,001 | $6,649-9.7% | $8,071-25.6% | $4,299+39.6% |
| Admin fee / account holder | $191 | $7,957-97.6% | $13,005-98.5% | $6,940-97.3% |