Filed February 19, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $198,226 |
Filed as: GLOBABL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,801 | $99,062-42.7% | $129,207-56.0% | $99,062-42.7% |
| Participation rate | 31.2% | 71.6%-40.4pp | 69.6%-38.4pp | 71.6%-40.4pp |
| Annual return | 18.11% | 17.66%+0.5pp | 9417.33%-9399.2pp | 17.66%+0.5pp |
| Employer contribution / active EE | $743 | $3,262-77.2% | $4,153-82.1% | $3,262-77.2% |
| Participant deferral / active EE | $1,502 | $5,331-71.8% | $4,168-64.0% | $5,331-71.8% |
| Admin fee / account holder | $61 | $109-44.2% | $7,715-99.2% | $109-44.2% |