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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $49,996 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,327 | $58,347+176.5% | $85,705+88.2% | $86,821+85.8% |
| Participation rate | 53.7% | 64.9%-11.2pp | 69.9%-16.2pp | 72.3%-18.6pp |
| Annual return | 13.58% | 18.43%-4.8pp | 21.49%-7.9pp | 97.94%-84.4pp |
| Employer contribution / active EE | $4,227 | $1,751+141.4% | $2,619+61.4% | $2,406+75.7% |
| Participant deferral / active EE | $3,727 | $3,065+21.6% | $3,924-5.0% | $4,132-9.8% |
| Admin fee / account holder | $244 | $147+65.7% | $6,877-96.4% | $170+44.0% |