Filed April 12, 2023 (most recent of 2 filings on file)
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 Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $24,283 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,320 |
Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $1,900 |
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 | $29,223 | $27,800+5.1% | $58,561-50.1% | $71,511-59.1% |
| Participation rate | 46.2% | 34.6%+11.6pp | 50.9%-4.6pp | 67.9%-21.7pp |
| Annual return | 17.95% | 26.80%-8.9pp | 4251.33%-4233.4pp | 28.86%-10.9pp |
| Employer contribution / active EE | $1,717 | $632+171.8% | $1,053+62.9% | $2,589-33.7% |
| Participant deferral / active EE | $2,279 | $1,208+88.6% | $1,923+18.5% | $4,291-46.9% |
| Admin fee / account holder | $215 | $1,637-86.8% | $2,520-91.5% | $1,588-86.4% |