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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,820 | $45,031+77.3% | $84,966-6.1% | $77,643+2.8% |
| Participation rate | 87.9% | 48.7%+39.2pp | 67.5%+20.4pp | 70.6%+17.4pp |
| Annual return | 17.29% | 79.22%-61.9pp | 66.38%-49.1pp | 31.24%-13.9pp |
| Employer contribution / active EE | $670 | $1,609-58.4% | $2,727-75.4% | $2,726-75.4% |
| Participant deferral / active EE | $9,684 | $2,807+244.9% | $4,519+114.3% | $4,647+108.4% |
| Admin fee / account holder | $112 | $912-87.7% | $6,149-98.2% | $430-74.0% |