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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 | $83,023-59.1% | $102,437-66.8% | $77,762-56.3% |
| Participation rate | 86.7% | 71.5%+15.1pp | 74.5%+12.2pp | 70.6%+16.1pp |
| Annual return | 14.69% | 19.12%-4.4pp | 24.95%-10.3pp | 31.27%-16.6pp |
| Employer contribution / active EE | $2,591 | $3,552-27.1% | $3,871-33.1% | $2,728-5.0% |
| Participant deferral / active EE | $4,152 | $4,110+1.0% | $5,060-17.9% | $4,651-10.7% |
| Admin fee / account holder | $193 | $639-69.8% | $8,388-97.7% | $433-55.4% |