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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,167 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,683 | $50,902-51.5% | $155,534-84.1% | $77,736-68.2% |
| Participation rate | 78.8% | 63.1%+15.7pp | 78.2%+0.6pp | 70.6%+8.2pp |
| Annual return | 14.24% | 34.85%-20.6pp | 64.92%-50.7pp | 31.26%-17.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,561 | $2,824-9.3% | $5,630-54.5% | $4,651-44.9% |
| Admin fee / account holder | $180 | $437-58.8% | $15,900-98.9% | $433-58.5% |