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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $50,673 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,888 | $101,672+14.0% | $147,117-21.2% | $74,478+55.6% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 17.32% | 8757.83%-8740.5pp | 420.54%-403.2pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $4,240 | $3,813+11.2% | $4,932-14.0% | $2,626+61.5% |
| Participant deferral / active EE | $5,799 | $7,305-20.6% | $8,065-28.1% | $4,350+33.3% |
| Admin fee / account holder | $231 | $1,753-86.8% | $12,993-98.2% | $1,946-88.1% |