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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 111 BULIFANTS BLVD, STE D · WILLIAMSBURG, VA 23188 | Investment Mgmt Fees | $30,000 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 · EIN 93-0987232 | Advisory (Participants) | $19,052 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $17,915 |
Service code 10 · EIN 55-0657218 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,697 | $72,303+190.0% | $86,698+141.9% | $64,819+223.5% |
| Participation rate | 77.5% | 80.4%-3.0pp | 76.6%+0.9pp | 71.5%+6.0pp |
| Annual return | -14.47% | 392.77%-407.2pp | 35.95%-50.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $9,689 | $2,393+304.9% | $2,837+241.5% | $2,507+286.5% |
| Participant deferral / active EE | $2,033 | $4,660-56.4% | $4,656-56.3% | $4,311-52.8% |
| Admin fee / account holder | $376 | $174+116.3% | $7,493-95.0% | $188+100.4% |