Filed September 7, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · RAFAEL, CA 94903 | Advisory (Plan) | $12,587 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,320 |
Filed as: UNITED 401(K) PLANS Service code 14 · EIN 20-5321813 | Plan Administrator | $750 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,802 | $55,449-58.9% | $83,850-72.8% | $56,287-59.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.06% | -1.38%-0.7pp | 850.92%-853.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $3,235 | $2,430+33.1% | $3,631-10.9% | $2,111+53.2% |
| Participant deferral / active EE | $7,557 | $2,935+157.4% | $4,082+85.1% | $3,350+125.6% |
| Admin fee / account holder | $119 | $656-81.9% | $5,478-97.8% | $521-77.2% |