Filed March 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,250 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $11,076 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,109 | $92,071+149.9% | $63,803+260.7% | $71,012+224.0% |
| Participation rate | 99.6% | 73.7%+26.0pp | 72.7%+26.9pp | 58.6%+41.1pp |
| Annual return | 11.20% | 13.14%-1.9pp | 543.72%-532.5pp | 37.67%-26.5pp |
| Employer contribution / active EE | $12,899 | $3,085+318.1% | $2,532+409.4% | $2,348+449.4% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $75 | $227-66.8% | $5,196-98.6% | $1,167-93.6% |