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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 | $43,749-47.4% | $158,223-85.5% | $65,306-64.8% |
| Participation rate | 81.8% | 56.9%+24.9pp | 79.2%+2.6pp | 57.7%+24.1pp |
| Annual return | 12.67% | 19.41%-6.7pp | 52.09%-39.4pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,811 | $1,497+21.0% | $4,109-55.9% | $1,967-7.9% |
| Participant deferral / active EE | $2,736 | $2,019+35.5% | $5,467-50.0% | $2,959-7.5% |
| Admin fee / account holder | $110 | $1,930-94.3% | $16,047-99.3% | $3,480-96.8% |