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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $139,056 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,430 |
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 | $129,913 | $80,177+62.0% | $123,894+4.9% | $57,661+125.3% |
| Participation rate | 86.3% | 74.4%+11.9pp | 81.4%+4.9pp | 70.2%+16.1pp |
| Annual return | 7.58% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,567 | $2,913-11.9% | $4,617-44.4% | $1,974+30.1% |
| Participant deferral / active EE | $8,696 | $5,130+69.5% | $5,984+45.3% | $3,061+184.1% |
| Admin fee / account holder | $158 | $106+48.8% | $8,357-98.1% | $95+67.3% |