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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,078 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,881 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $8,632 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,494 | $63,314+90.3% | $91,004+32.4% | $62,293+93.4% |
| Participation rate | 99.5% | 73.3%+26.2pp | 75.6%+23.9pp | 69.5%+30.0pp |
| Annual return | 25.53% | 21.00%+4.5pp | 4.60%+20.9pp | 28.90%-3.4pp |
| Employer contribution / active EE | $7,376 | $1,807+308.1% | $2,456+200.4% | $2,042+261.2% |
| Participant deferral / active EE | $6,015 | $2,944+104.3% | $3,548+69.5% | $3,169+89.8% |
| Admin fee / account holder | $215 | $468-53.9% | $5,417-96.0% | $479-55.1% |