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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $8,420 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,627 | $73,848-42.3% | $143,799-70.4% | $68,486-37.8% |
| Participation rate | 59.3% | 66.7%-7.3pp | 80.3%-21.0pp | 67.9%-8.6pp |
| Annual return | -16.60% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,282 | $3,385-3.0% | $5,638-41.8% | $4,028-18.5% |
| Admin fee / account holder | $213 | $5,755-96.3% | $14,677-98.6% | $5,404-96.1% |