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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $62,468 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $48,518 |
Filed as: THE ANGELL PENSION GROUP INC Service code 15 · EIN 04-2530412 | Recordkeeping | $11,231 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $5,749 |
Filed as: FIDELITY Service code 19 · EIN 04-2653569 | Securities Custodian | $5,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,221 | $65,292-88.9% | $71,671-89.9% | $77,958-90.7% |
| Participation rate | 34.4% | 67.4%-33.0pp | 68.7%-34.4pp | 71.6%-37.3pp |
| Annual return | 14.36% | 21.25%-6.9pp | 20.65%-6.3pp | 20.87%-6.5pp |
| Employer contribution / active EE | $76 | $2,085-96.4% | $2,460-96.9% | $2,310-96.7% |
| Participant deferral / active EE | $426 | $3,008-85.8% | $3,438-87.6% | $3,537-88.0% |
| Admin fee / account holder | $134 | $84+58.8% | $5,558-97.6% | $97+37.7% |