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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 | $69,774-43.7% | $67,575-41.9% | $74,459-47.3% |
| Participation rate | 80.0% | 71.4%+8.6pp | 72.9%+7.1pp | 67.2%+12.8pp |
| Annual return | 13.07% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,635 | $2,710-39.7% | $2,736-40.2% | $2,626-37.8% |
| Participant deferral / active EE | $3,545 | $3,636-2.5% | $4,003-11.5% | $4,350-18.5% |
| Admin fee / account holder | $290 | $890-67.4% | $3,993-92.7% | $1,945-85.1% |