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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.
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 | $36,002-26.4% | $161,489-83.6% | $64,728-59.1% |
| Participation rate | 47.7% | 57.4%-9.8pp | 78.7%-31.0pp | 57.9%-10.2pp |
| Annual return | 12.65% | 33.93%-21.3pp | 89.72%-77.1pp | 49.38%-36.7pp |
| Employer contribution / active EE | $450 | $1,380-67.4% | $4,268-89.5% | $2,243-79.9% |
| Participant deferral / active EE | $1,501 | $1,815-17.3% | $5,630-73.3% | $2,729-45.0% |
| Admin fee / account holder | $118 | $931-87.3% | $16,006-99.3% | $1,145-89.7% |