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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,804 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $19,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,445 |
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 | $43,962 | $80,177-45.2% | $123,894-64.5% | $57,661-23.8% |
| Participation rate | 87.9% | 74.4%+13.5pp | 81.4%+6.5pp | 70.2%+17.7pp |
| Annual return | 7.18% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,177 | $2,913+43.4% | $4,617-9.5% | $1,974+111.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $80 | $106-24.8% | $8,357-99.0% | $95-15.5% |