Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,492 |
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 | $75,476 | $58,726+28.5% | $92,240-18.2% | $62,293+21.2% |
| Participation rate | 62.4% | 68.3%-6.0pp | 76.5%-14.1pp | 69.5%-7.1pp |
| Annual return | 18.85% | 43.62%-24.8pp | 176.29%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $807 | $2,392-66.3% | $3,680-78.1% | $2,042-60.5% |
| Participant deferral / active EE | $1,487 | $2,766-46.2% | $3,897-61.8% | $3,169-53.1% |
| Admin fee / account holder | $6 | $556-99.0% | $5,194-99.9% | $479-98.8% |