Filed June 1, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $73,988 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $35,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,829 | $106,110-55.9% | $147,005-68.1% | $77,671-39.7% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 14.46% | 56.77%-42.3pp | 418.76%-404.3pp | 31.21%-16.7pp |
| Employer contribution / active EE | $5,291 | $4,065+30.2% | $4,934+7.2% | $2,726+94.1% |
| Participant deferral / active EE | $7,803 | $7,992-2.4% | $8,070-3.3% | $4,648+67.9% |
| Admin fee / account holder | $227 | $338-32.7% | $13,006-98.3% | $430-47.2% |