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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,079 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,392 | $101,591-37.6% | $147,096-56.9% | $74,429-14.8% |
| Participation rate | 83.7% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 23.79% | 8746.45%-8722.7pp | 419.75%-396.0pp | 1368.38%-1344.6pp |
| Employer contribution / active EE | $4,623 | $3,813+21.3% | $4,936-6.3% | $2,625+76.1% |
| Participant deferral / active EE | $10,693 | $7,302+46.4% | $8,071+32.5% | $4,348+145.9% |
| Admin fee / account holder | $202 | $1,750-88.4% | $13,005-98.4% | $1,944-89.6% |