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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,349 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,987 |
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 | $64,313 | $47,977+34.1% | $154,108-58.3% | $56,289+14.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.66% | 3.54%-10.2pp | 735.21%-741.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $5,658 | $2,169+160.9% | $5,298+6.8% | $2,111+168.0% |
| Participant deferral / active EE | $2,666 | $2,392+11.5% | $5,081-47.5% | $3,350-20.4% |
| Admin fee / account holder | $300 | $438-31.6% | $13,411-97.8% | $521-42.5% |