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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,445 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,479 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,538 | $20,316+65.1% | $66,042-49.2% | $74,304-54.9% |
| Participation rate | 70.8% | 62.8%+8.1pp | 67.5%+3.3pp | 60.3%+10.5pp |
| Annual return | 13.99% | 28.10%-14.1pp | 52.11%-38.1pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,829 | $745+145.6% | $1,579+15.8% | $2,241-18.4% |
| Participant deferral / active EE | $3,135 | $1,615+94.1% | $2,835+10.5% | $3,767-16.8% |
| Admin fee / account holder | $204 | $1,668-87.8% | $5,747-96.4% | $2,969-93.1% |