Filed April 7, 2021
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,712 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,256 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,656 | $39,948+56.8% | $89,435-29.9% | $73,412-14.7% |
| Participation rate | 80.5% | 50.4%+30.1pp | 68.0%+12.6pp | 72.2%+8.4pp |
| Annual return | 17.98% | 50.12%-32.1pp | 245.55%-227.6pp | 59.30%-41.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,889 | $2,193+214.2% | $3,890+77.1% | $3,806+81.0% |
| Admin fee / account holder | $128 | $134-4.5% | $4,884-97.4% | $158-18.9% |