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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) | $20,059 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,502 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,276 | $69,771-43.7% | $67,524-41.8% | $74,400-47.2% |
| Participation rate | 80.0% | 71.4%+8.6pp | 72.9%+7.1pp | 67.2%+12.8pp |
| Annual return | 13.07% | -40.49%+53.6pp | 3519.41%-3506.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $1,635 | $2,710-39.7% | $2,734-40.2% | $2,624-37.7% |
| Participant deferral / active EE | $3,545 | $3,638-2.6% | $4,001-11.4% | $4,348-18.5% |
| Admin fee / account holder | $290 | $889-67.4% | $4,001-92.8% | $1,944-85.1% |