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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) | $22,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,931 | $122,063+81.8% | $184,256+20.4% | $74,478+198.0% |
| Participation rate | 92.1% | 85.5%+6.6pp | 86.8%+5.3pp | 67.2%+24.9pp |
| Annual return | 16.84% | 19.92%-3.1pp | 28.85%-12.0pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $4,950 | $4,539+9.1% | $6,427-23.0% | $2,626+88.5% |
| Participant deferral / active EE | $5,457 | $7,144-23.6% | $9,133-40.3% | $4,350+25.4% |
| Admin fee / account holder | $183 | $1,253-85.4% | $13,899-98.7% | $1,946-90.6% |