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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,171 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,181 |
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 | $50,282 | $88,122-42.9% | $141,200-64.4% | $67,584-25.6% |
| Participation rate | 86.4% | 76.5%+10.0pp | 82.5%+4.0pp | 71.3%+15.2pp |
| Annual return | 21.37% | 75.40%-54.0pp | 71.41%-50.0pp | 378.59%-357.2pp |
| Employer contribution / active EE | $4,143 | $3,224+28.5% | $4,736-12.5% | $2,148+92.9% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $67 | $131-49.0% | $10,265-99.3% | $142-53.1% |