Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $126,648 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,553 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $5,756 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,550 | $37,213+30.5% | $156,551-69.0% | $63,975-24.1% |
| Participation rate | 85.6% | 65.0%+20.6pp | 84.0%+1.5pp | 71.1%+14.4pp |
| Annual return | 7.72% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $610 | $1,357-55.0% | $5,501-88.9% | $2,182-72.0% |
| Participant deferral / active EE | $3,917 | $2,070+89.2% | $4,871-19.6% | $3,356+16.7% |
| Admin fee / account holder | $21 | $56-63.5% | $13,028-99.8% | $70-70.8% |