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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 54-1867052 | Pension Consulting | $66,252 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 17 · EIN 47-1411118 | Pension Consulting | $40,000 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $27,092 |
GCA LAW PARTNERS LLP1 year Filed as: GCA LAW PARTNERS Service code 17 · EIN 77-0221508 | Pension Consulting | $6,160 |
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 | $129,753 | $87,173+48.8% | $59,899+116.6% | $75,289+72.3% |
| Participation rate | 78.5% | 74.5%+4.1pp | 74.7%+3.8pp | 72.4%+6.1pp |
| Annual return | -2.40% | -2.14%-0.3pp | 3.46%-5.9pp | -0.04%-2.4pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,011 | $3,379+107.5% | $3,403+106.0% | $3,739+87.5% |
| Admin fee / account holder | $41 | $75-45.0% | $3,592-98.9% | $102-59.8% |