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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $82,868 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $48,135 |
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 | $31,061 | $48,116-35.4% | $99,475-68.8% | $77,775-60.1% |
| Participation rate | 93.9% | 60.0%+34.0pp | 73.8%+20.1pp | 73.2%+20.7pp |
| Annual return | 26.59% | 23.23%+3.4pp | 30.72%-4.1pp | 32.58%-6.0pp |
| Employer contribution / active EE | $1,806 | $1,057+70.9% | $2,540-28.9% | $2,504-27.9% |
| Participant deferral / active EE | $3,298 | $2,238+47.4% | $3,619-8.8% | $3,966-16.8% |
| Admin fee / account holder | $116 | $87+33.4% | $6,252-98.1% | $100+16.4% |