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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,673 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,000 |
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 | $27,325 | $50,812-46.2% | $155,602-82.4% | $77,692-64.8% |
| Participation rate | 44.2% | 63.1%-18.9pp | 78.2%-34.0pp | 70.6%-26.4pp |
| Annual return | 16.49% | 34.85%-18.4pp | 64.81%-48.3pp | 31.25%-14.8pp |
| Employer contribution / active EE | $405 | $1,989-79.6% | $4,675-91.3% | $2,726-85.1% |
| Participant deferral / active EE | $1,663 | $2,822-41.1% | $5,629-70.5% | $4,648-64.2% |
| Admin fee / account holder | $150 | $436-65.6% | $15,923-99.1% | $431-65.2% |