Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 4460 REDWOOD HWY · SAN RAFAEL, CA 949031951 | Investment Management | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,205 | $69,774+6.4% | $67,575+9.8% | $74,459-0.3% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 11.47% | -40.53%+52.0pp | 3528.98%-3517.5pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $4,072 | $2,710+50.3% | $2,736+48.9% | $2,626+55.1% |
| Participant deferral / active EE | $3,562 | $3,636-2.0% | $4,003-11.0% | $4,350-18.1% |
| Admin fee / account holder | $26 | $890-97.1% | $3,993-99.4% | $1,945-98.7% |