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) | $30,808 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,114 |
Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $2,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,486 | $31,310+13.3% | $53,898-34.2% | $74,304-52.2% |
| Participation rate | 41.3% | 30.7%+10.7pp | 55.0%-13.6pp | 60.3%-19.0pp |
| Annual return | 14.97% | 23.16%-8.2pp | 528.60%-513.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,819 | $450+304.4% | $932+95.1% | $2,241-18.8% |
| Participant deferral / active EE | $2,463 | $934+163.6% | $1,826+34.8% | $3,767-34.6% |
| Admin fee / account holder | $243 | $2,175-88.8% | $2,491-90.2% | $2,969-91.8% |