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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $5,757 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 26 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $4,473 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $2,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $576 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,175 | $46,072-30.2% | $69,779-53.9% | $55,167-41.7% |
| Participation rate | 87.2% | 67.5%+19.7pp | 71.8%+15.4pp | 69.0%+18.2pp |
| Annual return | 7.14% | 8.68%-1.5pp | 12.99%-5.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $543 | $1,500-63.8% | $2,338-76.8% | $1,963-72.4% |
| Participant deferral / active EE | $2,123 | $2,344-9.4% | $2,931-27.5% | $3,054-30.5% |
| Admin fee / account holder | $75 | $428-82.5% | $4,381-98.3% | $504-85.1% |