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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,063 | $89,436+312.7% | $164,813+123.9% | $77,643+375.3% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 8.01% | 28.83%-20.8pp | 69.93%-61.9pp | 31.24%-23.2pp |
| Employer contribution / active EE | $14,878 | $2,569+479.2% | $4,341+242.7% | $2,726+445.8% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $66 | $339-80.6% | $12,690-99.5% | $430-84.7% |