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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $20,000 |
FID INV INST OPS CO4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,532 | $98,780+76.7% | $60,919+186.5% | $77,906+124.0% |
| Participation rate | 53.6% | 76.7%-23.1pp | 73.1%-19.5pp | 73.7%-20.1pp |
| Annual return | -15.94% | -11.56%-4.4pp | 16.98%-32.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $11,214 | $3,605+211.1% | $2,704+314.8% | $2,846+294.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $11 | $89-87.0% | $3,226-99.6% | $133-91.3% |