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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) | $44,295 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,273 |
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 | $99,860 | $77,677+28.6% | $109,173-8.5% | $79,391+25.8% |
| Participation rate | 92.6% | 67.8%+24.8pp | 75.9%+16.7pp | 70.7%+21.9pp |
| Annual return | 14.32% | 23.44%-9.1pp | 25.75%-11.4pp | 116.88%-102.6pp |
| Employer contribution / active EE | $3,887 | $2,798+38.9% | $3,723+4.4% | $2,428+60.1% |
| Participant deferral / active EE | $7,688 | $3,517+118.6% | $4,654+65.2% | $4,046+90.0% |
| Admin fee / account holder | $306 | $732-58.2% | $6,755-95.5% | $627-51.1% |