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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,793 | $69,255-46.9% | $260,467-85.9% | $69,255-46.9% |
| Participation rate | 67.2% | 69.0%-1.9pp | 80.5%-13.3pp | 69.0%-1.9pp |
| Annual return | 13.73% | 26.73%-13.0pp | 100.60%-86.9pp | 26.73%-13.0pp |
| Employer contribution / active EE | $6,915 | $2,645+161.4% | $4,239+63.2% | $2,645+161.4% |
| Participant deferral / active EE | $2,088 | $2,890-27.8% | $6,319-67.0% | $2,890-27.8% |
| Admin fee / account holder | $84 | $733-88.5% | $15,461-99.5% | $733-88.5% |