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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,000 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 15 · EIN 51-0099493 | Recordkeeping | $13,751 |
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 | $380,725 | $130,795+191.1% | $173,730+119.1% | $64,728+488.2% |
| Participation rate | 99.2% | 69.9%+29.3pp | 79.6%+19.6pp | 57.9%+41.3pp |
| Annual return | 8.62% | 13.01%-4.4pp | 19.96%-11.3pp | 49.38%-40.8pp |
| Employer contribution / active EE | $13,923 | $2,914+377.7% | $4,577+204.2% | $2,243+520.8% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $47 | $1,356-96.6% | $17,523-99.7% | $1,145-95.9% |