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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) | $27,585 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,351 | $84,499-45.1% | $125,391-63.0% | $66,949-30.8% |
| Participation rate | 75.4% | 76.4%-1.1pp | 82.4%-7.0pp | 69.8%+5.5pp |
| Annual return | -17.70% | -8.49%-9.2pp | 572.41%-590.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $3,827 | $3,554+7.7% | $4,816-20.5% | $2,545+50.4% |
| Participant deferral / active EE | $8,754 | $6,785+29.0% | $7,448+17.5% | $4,239+106.5% |
| Admin fee / account holder | $163 | $685-76.2% | $10,009-98.4% | $594-72.5% |