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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 | $80,781+37.5% | $102,437+8.4% | $74,478+49.1% |
| Participation rate | 84.6% | 65.7%+18.9pp | 74.5%+10.1pp | 67.2%+17.4pp |
| Annual return | 12.71% | 27.58%-14.9pp | 24.95%-12.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $3,799 | $3,160+20.2% | $3,871-1.9% | $2,626+44.6% |
| Participant deferral / active EE | $6,843 | $3,862+77.2% | $5,060+35.2% | $4,350+57.3% |
| Admin fee / account holder | $369 | $2,372-84.4% | $8,388-95.6% | $1,946-81.0% |