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) | $19,430 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,890 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,492 | $69,383-38.8% | $101,264-58.0% | $73,493-42.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 18.54% | 18.46%+0.1pp | 46.48%-27.9pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,675 | $2,628+39.8% | $3,660+0.4% | $2,270+61.9% |
| Participant deferral / active EE | $8,958 | $3,301+171.4% | $4,370+105.0% | $3,740+139.5% |
| Admin fee / account holder | $99 | $704-85.9% | $5,947-98.3% | $513-80.7% |