Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $61,166-39.8% | $186,193-80.2% | $64,728-43.2% |
| Participation rate | 67.2% | 40.4%+26.8pp | 77.1%-10.0pp | 57.9%+9.3pp |
| Annual return | 13.73% | 18.93%-5.2pp | 78.03%-64.3pp | 49.38%-35.7pp |
| Employer contribution / active EE | $6,915 | $1,526+353.2% | $3,918+76.5% | $2,243+208.4% |
| Participant deferral / active EE | $2,088 | $2,160-3.3% | $6,513-67.9% | $2,729-23.5% |
| Admin fee / account holder | $84 | $1,422-94.1% | $11,058-99.2% | $1,145-92.7% |