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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY, STE B-60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $35,068 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,243 | $51,226+134.7% | $82,744+45.3% | $66,938+79.6% |
| Participation rate | 91.3% | 67.9%+23.4pp | 72.6%+18.7pp | 69.8%+21.4pp |
| Annual return | -20.60% | -9.61%-11.0pp | 702.22%-722.8pp | 1.58%-22.2pp |
| Employer contribution / active EE | $3,291 | $2,612+26.0% | $3,008+9.4% | $2,545+29.3% |
| Participant deferral / active EE | $7,223 | $3,460+108.8% | $4,395+64.4% | $4,238+70.4% |
| Admin fee / account holder | $367 | $416-11.7% | $5,325-93.1% | $594-38.2% |