Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,144 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,135 |
AMERICAN CENTURY1 year Service code 52 · EIN 20-4223518 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,173 | $62,672+42.3% | $185,117-51.8% | $70,126+27.2% |
| Participation rate | 80.4% | 63.8%+16.7pp | 77.3%+3.2pp | 69.5%+10.9pp |
| Annual return | 22.28% | 40.79%-18.5pp | 40.50%-18.2pp | 73.15%-50.9pp |
| Employer contribution / active EE | $4,790 | $1,753+173.2% | $4,182+14.6% | $2,343+104.5% |
| Participant deferral / active EE | $9,243 | $3,272+182.5% | $5,045+83.2% | $3,332+177.4% |
| Admin fee / account holder | $8 | $3,932-99.8% | $8,159-99.9% | $4,645-99.8% |