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| 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 |
Annual investment return 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 | $380,725 | $119,272+219.2% | $161,149+136.3% | $71,012+436.1% |
| Participation rate | 99.2% | 73.6%+25.5pp | 78.8%+20.4pp | 58.6%+40.6pp |
| Annual return | 8.62% | 16.11%-7.5pp | 21.16%-12.5pp | 37.67%-29.0pp |
| Employer contribution / active EE | $13,923 | $2,894+381.1% | $4,360+219.3% | $2,348+493.0% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $47 | $1,020-95.4% | $15,194-99.7% | $1,167-96.0% |