Filed December 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $34,126 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,727 | $53,053+72.9% | $126,539-27.5% | $74,304+23.4% |
| Participation rate | 75.6% | 48.0%+27.5pp | 69.8%+5.8pp | 60.3%+15.2pp |
| Annual return | 14.92% | 29.46%-14.5pp | 425.95%-411.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,478 | $1,168+112.3% | $3,674-32.5% | $2,241+10.6% |
| Participant deferral / active EE | $4,633 | $2,303+101.2% | $4,083+13.5% | $3,767+23.0% |
| Admin fee / account holder | $328 | $3,698-91.1% | $6,065-94.6% | $2,969-89.0% |