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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $44,732 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 99 · EIN 47-1411118 | Other Fees | $15,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,716 | $58,778-56.2% | $129,295-80.1% | $77,671-66.9% |
| Participation rate | 15.5% | 59.2%-43.7pp | 69.6%-54.1pp | 70.6%-55.1pp |
| Annual return | 13.90% | 24.73%-10.8pp | 9429.28%-9415.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $347 | $1,952-82.2% | $4,157-91.6% | $2,726-87.3% |
| Participant deferral / active EE | $533 | $3,212-83.4% | $4,169-87.2% | $4,648-88.5% |
| Admin fee / account holder | $242 | $589-58.9% | $7,665-96.8% | $430-43.7% |