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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,512 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,196 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,419 | $75,388-41.1% | $123,553-64.0% | $55,727-20.3% |
| Participation rate | 84.4% | 75.7%+8.8pp | 82.3%+2.2pp | 70.9%+13.6pp |
| Annual return | -6.63% | 4.48%-11.1pp | 119.21%-125.8pp | 244.94%-251.6pp |
| Employer contribution / active EE | $3,810 | $3,063+24.4% | $4,628-17.7% | $2,078+83.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $69 | $120-42.1% | $9,284-99.3% | $115-39.8% |