Filed April 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $29,219 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,633 |
Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,837 | $30,423+7.9% | $56,025-41.4% | $74,478-55.9% |
| Participation rate | 36.7% | 32.9%+3.8pp | 52.5%-15.8pp | 67.2%-30.5pp |
| Annual return | 14.56% | 24.97%-10.4pp | 1712.69%-1698.1pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,552 | $610+154.2% | $1,042+49.0% | $2,626-40.9% |
| Participant deferral / active EE | $2,087 | $1,176+77.4% | $1,955+6.8% | $4,350-52.0% |
| Admin fee / account holder | $244 | $2,363-89.7% | $2,828-91.4% | $1,946-87.5% |