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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 | $45,343-49.3% | $150,298-84.7% | $67,986-66.2% |
| Participation rate | 81.8% | 51.9%+30.0pp | 77.8%+4.1pp | 57.2%+24.6pp |
| Annual return | 12.67% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,811 | $1,462+23.9% | $4,154-56.4% | $2,019-10.3% |
| Participant deferral / active EE | $2,736 | $2,055+33.2% | $5,453-49.8% | $3,358-18.5% |
| Admin fee / account holder | $110 | $2,250-95.1% | $14,116-99.2% | $3,203-96.6% |