Filed October 23, 2014
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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) | $6,187 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $51,223+32.8% | $82,763-17.8% | $66,949+1.6% |
| Participation rate | 78.2% | 67.9%+10.3pp | 72.6%+5.7pp | 69.8%+8.4pp |
| Annual return | -17.79% | -9.85%-7.9pp | 702.45%-720.2pp | 1.57%-19.4pp |
| Employer contribution / active EE | $5,276 | $2,611+102.1% | $3,008+75.4% | $2,545+107.3% |
| Participant deferral / active EE | $7,089 | $3,460+104.9% | $4,395+61.3% | $4,239+67.2% |
| Admin fee / account holder | $50 | $415-88.0% | $5,325-99.1% | $594-91.6% |