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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,769 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $3,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,490 | $54,320+27.9% | $67,653+2.7% | $52,331+32.8% |
| Participation rate | 61.6% | 73.6%-12.0pp | 75.7%-14.1pp | 68.1%-6.5pp |
| Annual return | -0.66% | 6.81%-7.5pp | 6625.22%-6625.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,185 | $1,544+41.6% | $2,266-3.5% | $1,882+16.1% |
| Participant deferral / active EE | $6,537 | $2,950+121.6% | $3,560+83.6% | $3,022+116.3% |
| Admin fee / account holder | $194 | $527-63.2% | $4,821-96.0% | $592-67.2% |