Filed June 1, 2022
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| 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 | $106,247-55.9% | $147,096-68.2% | $77,714-39.7% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 14.46% | 56.87%-42.4pp | 419.75%-405.3pp | 31.26%-16.8pp |
| Employer contribution / active EE | $5,291 | $4,069+30.0% | $4,936+7.2% | $2,727+94.0% |
| Participant deferral / active EE | $7,803 | $7,996-2.4% | $8,071-3.3% | $4,649+67.8% |
| Admin fee / account holder | $227 | $338-32.8% | $13,005-98.3% | $433-47.5% |