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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $67,255 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,062 | $80,731+37.6% | $103,378+7.4% | $74,400+49.3% |
| Participation rate | 84.6% | 65.7%+18.9pp | 74.5%+10.1pp | 67.2%+17.4pp |
| Annual return | 12.71% | 27.56%-14.9pp | 24.91%-12.2pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $3,799 | $3,159+20.2% | $3,870-1.8% | $2,624+44.8% |
| Participant deferral / active EE | $6,843 | $3,862+77.2% | $5,058+35.3% | $4,348+57.4% |
| Admin fee / account holder | $369 | $2,369-84.4% | $8,401-95.6% | $1,944-81.0% |