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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $11,214 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,182 | $62,132-20.8% | $185,861-73.5% | $73,497-33.1% |
| Participation rate | 85.4% | 67.8%+17.6pp | 78.0%+7.4pp | 70.7%+14.7pp |
| Annual return | 20.44% | 20.44%0pp | 35.96%-15.5pp | 28.51%-8.1pp |
| Employer contribution / active EE | $2,234 | $1,681+32.9% | $4,088-45.4% | $2,270-1.6% |
| Participant deferral / active EE | $5,217 | $3,711+40.6% | $5,634-7.4% | $3,740+39.5% |
| Admin fee / account holder | $78 | $419-81.3% | $9,503-99.2% | $513-84.7% |