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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $24,000 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping Fees | $15,287 |
Service code 10 · EIN 25-1650062 400 HOLIDAY DRIVE · PITTSBURGH, PA 15220 | Accounting | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,046 | $101,499+71.5% | $147,005+18.4% | $74,546+133.5% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 18.85% | 8732.34%-8713.5pp | 418.76%-399.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $1,258 | $3,811-67.0% | $4,934-74.5% | $2,624-52.1% |
| Participant deferral / active EE | $9,957 | $7,304+36.3% | $8,070+23.4% | $4,347+129.0% |
| Admin fee / account holder | $136 | $1,748-92.2% | $13,006-99.0% | $1,944-93.0% |