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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,354 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $18,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,571 | $69,012-18.0% | $160,009-64.6% | $68,486-17.4% |
| Participation rate | 92.7% | 65.4%+27.3pp | 78.0%+14.7pp | 67.9%+24.8pp |
| Annual return | -17.47% | -9.65%-7.8pp | 408.85%-426.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,027 | $2,212-8.4% | $4,225-52.0% | $2,597-21.9% |
| Participant deferral / active EE | $7,742 | $4,212+83.8% | $6,183+25.2% | $4,028+92.2% |
| Admin fee / account holder | $340 | $4,798-92.9% | $8,715-96.1% | $5,404-93.7% |