Filed December 17, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $7,742 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $1,060 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,570 | $138,393-77.9% | $184,256-83.4% | $80,959-62.2% |
| Participation rate | 36.6% | 83.9%-47.3pp | 86.8%-50.2pp | 67.7%-31.0pp |
| Annual return | 12.95% | 20.01%-7.1pp | 28.85%-15.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,693 | $4,847-3.2% | $6,427-27.0% | $2,757+70.2% |
| Participant deferral / active EE | $11,299 | $7,076+59.7% | $9,133+23.7% | $4,300+162.7% |
| Admin fee / account holder | $555 | $10,489-94.7% | $13,899-96.0% | $6,925-92.0% |