Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $146,262 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $25,130 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,732 |
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 | $154,720 | $155,795-0.7% | $136,298+13.5% | $69,634+122.2% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 70.7%+14.1pp |
| Annual return | 18.89% | 232464.33%-232445.4pp | 5156.27%-5137.4pp | 27572.26%-27553.4pp |
| Employer contribution / active EE | $2,453 | $2,991-18.0% | $4,696-47.8% | $2,032+20.7% |
| Participant deferral / active EE | $8,462 | $5,394+56.9% | $6,247+35.5% | $3,224+162.5% |
| Admin fee / account holder | $171 | $128+33.3% | $9,244-98.2% | $110+54.8% |