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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,357 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,193 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
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 | $41,294 | $46,332-10.9% | $143,797-71.3% | $64,824-36.3% |
| Participation rate | 53.4% | 64.2%-10.9pp | 80.3%-26.9pp | 71.5%-18.1pp |
| Annual return | -15.01% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,326 | $1,911-30.6% | $4,952-73.2% | $2,507-47.1% |
| Participant deferral / active EE | $4,044 | $2,647+52.7% | $5,638-28.3% | $4,311-6.2% |
| Admin fee / account holder | $131 | $154-15.0% | $14,679-99.1% | $188-30.4% |