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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 949032121 | Pension Consulting | $33,057 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,835 |
THE BENEFIT PRACTICE5 years Service code 37 · EIN 13-4144565 | Loan Processing | $2,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,488 | $102,382-46.8% | $147,005-62.9% | $80,874-32.6% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 13.51% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $5,906 | $3,715+59.0% | $4,934+19.7% | $2,756+114.3% |
| Participant deferral / active EE | $8,296 | $6,646+24.8% | $8,070+2.8% | $4,297+93.1% |
| Admin fee / account holder | $213 | $7,942-97.3% | $13,006-98.4% | $6,935-96.9% |