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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 |
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 | $20,023 | $128,603-84.4% | $197,124-89.8% | $67,986-70.5% |
| Participation rate | 94.1% | 81.7%+12.4pp | 86.7%+7.4pp | 57.2%+36.9pp |
| Annual return | 30.28% | 23.77%+6.5pp | 44.34%-14.1pp | 31.67%-1.4pp |
| Employer contribution / active EE | $1,753 | $4,379-60.0% | $6,227-71.8% | $2,019-13.1% |
| Participant deferral / active EE | $4,675 | $6,840-31.7% | $9,135-48.8% | $3,358+39.2% |
| Admin fee / account holder | $65 | $3,035-97.8% | $16,298-99.6% | $3,203-98.0% |