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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,995 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,874 |
UNITED 401K PLANS, INC.7 years Service code 14 · EIN 20-5321813 | Plan Administrator | $5,562 |
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,383 | $122,063-85.8% | $184,256-90.6% | $74,478-76.7% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 16.00% | 19.92%-3.9pp | 28.85%-12.8pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $1,632 | $4,539-64.0% | $6,427-74.6% | $2,626-37.9% |
| Participant deferral / active EE | $4,394 | $7,144-38.5% | $9,133-51.9% | $4,350+1.0% |
| Admin fee / account holder | $65 | $1,253-94.8% | $13,899-99.5% | $1,946-96.7% |