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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNER Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,830 | $48,570+31.4% | $130,660-51.1% | $72,983-12.5% |
| Participation rate | 38.4% | 58.6%-20.2pp | 71.7%-33.4pp | 69.5%-31.1pp |
| Annual return | 13.84% | 38.63%-24.8pp | 1709.29%-1695.5pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,388 | $1,334+4.0% | $4,092-66.1% | $2,440-43.1% |
| Participant deferral / active EE | $2,777 | $2,384+16.5% | $3,603-22.9% | $3,608-23.0% |
| Admin fee / account holder | $526 | $3,549-85.2% | $5,463-90.4% | $5,124-89.7% |