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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,512 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,483 | $38,165-30.6% | $189,758-86.0% | $69,255-61.8% |
| Participation rate | 47.7% | 66.7%-19.0pp | 79.8%-32.1pp | 69.0%-21.3pp |
| Annual return | 12.65% | 14.65%-2.0pp | 52.62%-40.0pp | 26.73%-14.1pp |
| Employer contribution / active EE | $450 | $1,589-71.7% | $4,767-90.6% | $2,645-83.0% |
| Participant deferral / active EE | $1,501 | $2,073-27.6% | $5,856-74.4% | $2,890-48.1% |
| Admin fee / account holder | $118 | $714-83.5% | $20,388-99.4% | $733-83.9% |