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 | $83,575+175.3% | $66,439+246.3% | $65,191+253.0% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 63.0%+36.6pp |
| Annual return | 11.20% | 12.38%-1.2pp | 757.66%-746.5pp | 51.24%-40.0pp |
| Employer contribution / active EE | $12,899 | $2,903+344.4% | $2,637+389.2% | $2,400+437.4% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $75 | $234-67.9% | $6,173-98.8% | $907-91.7% |