Filed April 7, 2021
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,666 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,964 |
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 | $65,743 | $40,435+62.6% | $80,627-18.5% | $74,460-11.7% |
| Participation rate | 88.8% | 47.4%+41.5pp | 67.0%+21.8pp | 70.7%+18.1pp |
| Annual return | 23.99% | 165.19%-141.2pp | 936.76%-912.8pp | 34.38%-10.4pp |
| Employer contribution / active EE | $756 | $1,498-49.5% | $2,723-72.2% | $2,638-71.4% |
| Participant deferral / active EE | $9,422 | $2,673+252.5% | $4,443+112.1% | $4,530+108.0% |
| Admin fee / account holder | $129 | $721-82.1% | $5,381-97.6% | $348-62.9% |