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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,662 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,611 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,998 | $82,979-59.0% | $102,383-66.8% | $77,714-56.3% |
| Participation rate | 86.7% | 71.5%+15.1pp | 74.5%+12.2pp | 70.6%+16.1pp |
| Annual return | 14.69% | 19.11%-4.4pp | 24.94%-10.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,591 | $3,554-27.1% | $3,870-33.1% | $2,727-5.0% |
| Participant deferral / active EE | $4,152 | $4,109+1.1% | $5,060-17.9% | $4,649-10.7% |
| Admin fee / account holder | $193 | $639-69.8% | $8,391-97.7% | $433-55.4% |