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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 | Account maintenance fees; Custodial (... | $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 | $89,435+312.7% | $164,975+123.7% | $77,714+374.9% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 8.01% | 28.82%-20.8pp | 70.12%-62.1pp | 31.26%-23.2pp |
| Employer contribution / active EE | $14,878 | $2,563+480.5% | $4,343+242.6% | $2,727+445.6% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $66 | $340-80.7% | $12,688-99.5% | $433-84.8% |