Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,027 |
Filed as: GLOBAL RETIREMENT Service code 28 · EIN 47-1411118 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,915 | $52,884+20.9% | $84,753-24.6% | $55,167+15.9% |
| Participation rate | 56.7% | 67.5%-10.8pp | 76.6%-19.9pp | 69.0%-12.3pp |
| Annual return | 6.78% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $697 | $2,233-68.8% | $3,574-80.5% | $1,963-64.5% |
| Participant deferral / active EE | $1,798 | $2,644-32.0% | $3,712-51.6% | $3,054-41.1% |
| Admin fee / account holder | $13 | $581-97.7% | $5,333-99.8% | $504-97.4% |