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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,027 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,415 |
UNITED 401K PLANS, INC.8 years Service code 14 · EIN 20-5321813 | Plan Administrator | $4,962 |
ASCENSUS LLC10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,023 | $132,049-84.8% | $200,582-90.0% | $74,304-73.1% |
| Participation rate | 94.1% | 84.1%+10.0pp | 86.9%+7.2pp | 60.3%+33.7pp |
| Annual return | 30.28% | 22.22%+8.1pp | 42.33%-12.1pp | 29.43%+0.8pp |
| Employer contribution / active EE | $1,753 | $4,558-61.5% | $6,419-72.7% | $2,241-21.8% |
| Participant deferral / active EE | $4,675 | $7,213-35.2% | $9,331-49.9% | $3,767+24.1% |
| Admin fee / account holder | $65 | $2,405-97.3% | $16,305-99.6% | $2,969-97.8% |