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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $12,096 |
TIAA4 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $1,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,664 | $46,722-25.8% | $130,660-73.5% | $65,185-46.8% |
| Participation rate | 97.3% | 60.9%+36.4pp | 71.7%+25.5pp | 70.2%+27.1pp |
| Annual return | 17.62% | 24.17%-6.5pp | 1709.29%-1691.7pp | 29.38%-11.8pp |
| Employer contribution / active EE | $2,866 | $1,488+92.7% | $4,092-30.0% | $2,177+31.7% |
| Participant deferral / active EE | $3,399 | $2,545+33.5% | $3,603-5.7% | $3,514-3.3% |
| Admin fee / account holder | $32 | $453-93.0% | $5,463-99.4% | $847-96.2% |