| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $38,750 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTE AND TRUST Service code 18 · EIN 51-0099493 | Custodial (other than securities); Ac... | $11,064 |
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 | $369,063 | $89,465+312.5% | $165,100+123.5% | $77,762+374.6% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 8.01% | 28.86%-20.9pp | 70.21%-62.2pp | 31.27%-23.3pp |
| Employer contribution / active EE | $14,878 | $2,565+480.1% | $4,348+242.2% | $2,728+445.4% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $66 | $340-80.7% | $12,696-99.5% | $433-84.8% |