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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $21,628 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,712 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,639 | $73,459-58.3% | $178,528-82.8% | $74,429-58.8% |
| Participation rate | 90.5% | 66.5%+24.0pp | 77.1%+13.4pp | 67.2%+23.3pp |
| Annual return | 13.93% | 17.50%-3.6pp | 27.11%-13.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $4,545 | $2,219+104.8% | $3,950+15.0% | $2,625+73.1% |
| Participant deferral / active EE | $2,702 | $4,515-40.1% | $6,278-57.0% | $4,348-37.9% |
| Admin fee / account holder | $78 | $1,812-95.7% | $10,419-99.3% | $1,944-96.0% |