Filed April 7, 2021
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,292 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,492 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,388 | $34,634+51.3% | $77,096-32.0% | $64,819-19.2% |
| Participation rate | 83.7% | 49.8%+33.9pp | 67.9%+15.8pp | 71.5%+12.3pp |
| Annual return | -19.57% | -5.31%-14.3pp | 42.35%-61.9pp | 32.84%-52.4pp |
| Employer contribution / active EE | $655 | $1,385-52.7% | $2,814-76.7% | $2,507-73.9% |
| Participant deferral / active EE | $8,578 | $2,553+236.0% | $4,429+93.7% | $4,311+99.0% |
| Admin fee / account holder | $126 | $178-29.3% | $5,428-97.7% | $188-32.9% |