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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,483 | $50,982-48.1% | $154,803-82.9% | $85,563-69.0% |
| Participation rate | 47.7% | 59.8%-12.1pp | 78.1%-30.4pp | 66.0%-18.3pp |
| Annual return | 12.65% | 30.35%-17.7pp | 58.88%-46.2pp | 31.51%-18.9pp |
| Employer contribution / active EE | $450 | $1,708-73.6% | $4,305-89.5% | $2,654-83.0% |
| Participant deferral / active EE | $1,501 | $2,474-39.3% | $5,540-72.9% | $4,375-65.7% |
| Admin fee / account holder | $118 | $846-86.1% | $14,329-99.2% | $834-85.9% |