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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $26,714 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,755 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $5,692 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,530 | $58,347-78.5% | $85,705-85.4% | $86,821-85.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 9.08% | 18.43%-9.4pp | 21.49%-12.4pp | 97.94%-88.9pp |
| Employer contribution / active EE | $554 | $1,751-68.4% | $2,619-78.9% | $2,406-77.0% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $112 | $147-24.1% | $6,877-98.4% | $170-34.0% |