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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) | $51,309 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,230 |
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 | $98,318 | $76,696+28.2% | $96,515+1.9% | $71,511+37.5% |
| Participation rate | 90.8% | 66.6%+24.3pp | 74.3%+16.5pp | 67.9%+22.9pp |
| Annual return | 19.84% | 48.32%-28.5pp | 35.73%-15.9pp | 28.86%-9.0pp |
| Employer contribution / active EE | $3,574 | $3,032+17.9% | $3,740-4.4% | $2,589+38.0% |
| Participant deferral / active EE | $8,553 | $3,770+126.9% | $4,880+75.3% | $4,291+99.4% |
| Admin fee / account holder | $307 | $2,030-84.9% | $6,735-95.4% | $1,588-80.7% |