Filed March 13, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 22 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Insurance Broker | $32,266 |
PENTEGRA SERVICES, INC.2 years Filed as: APS PENTEGRA Service code 13 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $9,408 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 22 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Insurance Broker | $8,253 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,167 | $122,063-22.9% | $184,256-48.9% | $74,478+26.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.22% | 19.92%-3.7pp | 28.85%-12.6pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $3,223 | $4,539-29.0% | $6,427-49.9% | $2,626+22.7% |
| Participant deferral / active EE | $5,298 | $7,144-25.9% | $9,133-42.0% | $4,350+21.8% |
| Admin fee / account holder | $273 | $1,253-78.2% | $13,899-98.0% | $1,946-86.0% |