Filed April 7, 2021
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,010 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,293 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,820 | $45,109+76.9% | $85,240-6.4% | $77,762+2.6% |
| Participation rate | 87.9% | 48.7%+39.3pp | 67.5%+20.4pp | 70.6%+17.3pp |
| Annual return | 17.29% | 79.55%-62.3pp | 66.75%-49.5pp | 31.27%-14.0pp |
| Employer contribution / active EE | $670 | $1,602-58.2% | $2,735-75.5% | $2,728-75.4% |
| Participant deferral / active EE | $9,684 | $2,814+244.2% | $4,527+113.9% | $4,651+108.2% |
| Admin fee / account holder | $112 | $915-87.8% | $6,165-98.2% | $433-74.2% |