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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $12,480 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC. Service code 27 8055 E TUFTS AVENUE · DENVER, CO 80237 | Advisory (Plan) | $7,987 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,348 | $52,961-84.2% | $172,752-95.2% | $65,185-87.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 8.66% | 30.12%-21.5pp | 802.97%-794.3pp | 29.38%-20.7pp |
| Employer contribution / active EE | $5,593 | $2,190+155.4% | $5,144+8.7% | $2,177+156.9% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $132 | $472-72.0% | $13,955-99.1% | $847-84.4% |