Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $60,336 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $29,692 |
Filed as: SANSIVERI KIMBALL AND CO. LLP Service code 10 55 HOLDEN STREET · PROVIDENCE, RI 02908 | Accounting | $16,500 |
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 | $224,290 | $129,021+73.8% | $184,203+21.8% | $77,643+188.9% |
| Participation rate | 99.4% | 87.3%+12.0pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 12.90% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $13,903 | $4,413+215.1% | $6,427+116.3% | $2,726+410.0% |
| Participant deferral / active EE | $9,179 | $7,297+25.8% | $9,131+0.5% | $4,647+97.5% |
| Admin fee / account holder | $282 | $254+11.0% | $13,901-98.0% | $430-34.5% |