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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 | $42,909-38.3% | $152,093-82.6% | $71,012-62.7% |
| Participation rate | 47.7% | 54.7%-7.0pp | 77.8%-30.1pp | 58.6%-10.9pp |
| Annual return | 12.65% | 30.57%-17.9pp | 66.36%-53.7pp | 37.67%-25.0pp |
| Employer contribution / active EE | $450 | $1,369-67.1% | $4,175-89.2% | $2,348-80.8% |
| Participant deferral / active EE | $1,501 | $1,904-21.2% | $5,451-72.5% | $3,246-53.8% |
| Admin fee / account holder | $118 | $1,014-88.4% | $14,497-99.2% | $1,167-89.9% |