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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC. Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Securities brokerage; Other fees | $27,014 |
NATIONWIDE9+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $17,202 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $16,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,569 | $99,201-35.9% | $96,544-34.2% | $74,473-14.6% |
| Participation rate | 65.7% | 80.7%-15.0pp | 76.0%-10.3pp | 70.7%-5.1pp |
| Annual return | 14.97% | 22.40%-7.4pp | 25.88%-10.9pp | 34.36%-19.4pp |
| Employer contribution / active EE | $289 | $2,570-88.8% | $2,966-90.3% | $2,638-89.0% |
| Participant deferral / active EE | $2,699 | $4,938-45.3% | $4,851-44.4% | $4,530-40.4% |
| Admin fee / account holder | $206 | $225-8.3% | $8,254-97.5% | $347-40.6% |