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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $25,097 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,793 | $65,904-44.2% | $160,784-77.1% | $79,634-53.8% |
| Participation rate | 67.2% | 56.2%+10.9pp | 77.0%-9.8pp | 62.5%+4.7pp |
| Annual return | 13.73% | 20.16%-6.4pp | 1803.92%-1790.2pp | 36.46%-22.7pp |
| Employer contribution / active EE | $6,915 | $1,805+283.1% | $3,733+85.3% | $2,529+173.4% |
| Participant deferral / active EE | $2,088 | $3,692-43.5% | $6,293-66.8% | $3,835-45.6% |
| Admin fee / account holder | $84 | $965-91.3% | $9,717-99.1% | $1,002-91.6% |