Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $15,818 |
GENEOS WEALTH MANAGEMENT INC4 years Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
MORNINGSTAR6+ years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,171 | $52,293-32.7% | $178,490-80.3% | $73,409-52.1% |
| Participation rate | 97.3% | 65.3%+31.9pp | 81.9%+15.4pp | 72.2%+25.1pp |
| Annual return | 15.10% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,624 | $1,735+108.8% | $5,011-27.7% | $2,234+62.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $16 | $127-87.4% | $13,984-99.9% | $158-89.9% |