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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $40,000 |
Filed as: PERFORMANCE LINK Service code 16 · EIN 54-1867052 | Consulting | $34,171 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,219 | $120,057+77.6% | $75,728+181.6% | $93,010+129.2% |
| Participation rate | 56.6% | 77.3%-20.7pp | 74.8%-18.2pp | 73.9%-17.3pp |
| Annual return | 14.30% | 19.62%-5.3pp | 104.66%-90.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $6,001 | $3,253+84.5% | $2,743+118.7% | $2,705+121.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $53 | $81-35.2% | $3,620-98.5% | $152-65.2% |