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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $11,957 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $6,108 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,002 | $43,496-47.1% | $161,489-85.8% | $64,340-64.2% |
| Participation rate | 81.8% | 53.5%+28.3pp | 78.7%+3.1pp | 55.2%+26.6pp |
| Annual return | 12.67% | 20.76%-8.1pp | 89.72%-77.0pp | 24.14%-11.5pp |
| Employer contribution / active EE | $1,811 | $1,431+26.6% | $4,268-57.6% | $1,862-2.7% |
| Participant deferral / active EE | $2,736 | $1,996+37.1% | $5,630-51.4% | $2,980-8.2% |
| Admin fee / account holder | $110 | $2,330-95.3% | $16,006-99.3% | $3,703-97.0% |