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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $45,000 |
WEAVER AND TIDWELL, LLP8 years Service code 10 · EIN 75-0786316 | Accounting | $14,700 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASH,SM P.C Service code 29 · EIN 57-1044820 | Legal | $11,652 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$167,971 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,506 | $101,653+181.8% | $147,080+94.8% | $74,459+284.8% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 13.09% | 8754.98%-8741.9pp | 420.17%-407.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $29 | $3,813-99.2% | $4,933-99.4% | $2,626-98.9% |
| Participant deferral / active EE | $9,842 | $7,304+34.7% | $8,066+22.0% | $4,350+126.3% |
| Admin fee / account holder | -$147 | $1,752-108.4% | $12,989-101.1% | $1,945-107.6% |