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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $31,803 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC. Service code 27 8055 E TUFTS AVENUE · DENVER, CO 80237 | Advisory (Plan) | $16,797 |
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 | $8,362 | $91,179-90.8% | $178,499-95.3% | $79,852-89.5% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 6.51% | 24.19%-17.7pp | 151.10%-144.6pp | 31.72%-25.2pp |
| Employer contribution / active EE | $7,548 | $3,256+131.8% | $5,011+50.6% | $2,471+205.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $6,749-96.7% | $13,986-98.4% | $5,306-95.8% |