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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $4,904 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $566 |
Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $0 |
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 | $42,350 | $77,677-45.5% | $109,188-61.2% | $79,389-46.7% |
| Participation rate | 95.3% | 67.8%+27.5pp | 75.9%+19.5pp | 70.7%+24.6pp |
| Annual return | 15.62% | 23.44%-7.8pp | 25.76%-10.1pp | 116.89%-101.3pp |
| Employer contribution / active EE | $1,672 | $2,798-40.2% | $3,723-55.1% | $2,428-31.1% |
| Participant deferral / active EE | $4,418 | $3,517+25.6% | $4,654-5.1% | $4,046+9.2% |
| Admin fee / account holder | $222 | $732-69.8% | $6,755-96.7% | $626-64.6% |