Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,552 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $39,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,228 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,203 | $107,415-63.5% | $135,942-71.2% | $80,149-51.1% |
| Participation rate | 85.1% | 78.0%+7.0pp | 81.9%+3.1pp | 72.9%+12.1pp |
| Annual return | 18.40% | 91.99%-73.6pp | 68.28%-49.9pp | 40.39%-22.0pp |
| Employer contribution / active EE | $18 | $3,878-99.5% | $4,858-99.6% | $2,977-99.4% |
| Participant deferral / active EE | $4,199 | $8,189-48.7% | $7,759-45.9% | $5,015-16.3% |
| Admin fee / account holder | $56 | $127-56.0% | $10,764-99.5% | $145-61.5% |