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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $89,880 |
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $49,600 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $11,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,135 | $82,979+36.3% | $102,412+10.5% | $77,736+45.5% |
| Participation rate | 94.4% | 71.5%+22.9pp | 74.5%+19.9pp | 70.6%+23.8pp |
| Annual return | 11.84% | 19.11%-7.3pp | 24.94%-13.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $8,541 | $3,554+140.3% | $3,870+120.7% | $2,728+213.1% |
| Participant deferral / active EE | $6,575 | $4,109+60.0% | $5,060+29.9% | $4,651+41.4% |
| Admin fee / account holder | $273 | $639-57.2% | $8,388-96.7% | $433-37.0% |