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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,727 | $51,736+77.3% | $120,225-23.7% | $67,986+34.9% |
| Participation rate | 75.6% | 46.1%+29.5pp | 69.6%+6.0pp | 57.2%+18.4pp |
| Annual return | 14.92% | 31.98%-17.1pp | 439.23%-424.3pp | 31.67%-16.7pp |
| Employer contribution / active EE | $2,478 | $1,071+131.3% | $3,475-28.7% | $2,019+22.8% |
| Participant deferral / active EE | $4,633 | $2,206+110.1% | $3,999+15.9% | $3,358+38.0% |
| Admin fee / account holder | $328 | $4,159-92.1% | $5,696-94.2% | $3,203-89.8% |