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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS FBO Service code 27 · EIN 47-1411118 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,771 | $54,763+42.0% | $90,324-13.9% | $72,976+6.6% |
| Participation rate | 95.7% | 65.2%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 18.29% | 30.63%-12.3pp | 78.15%-59.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $2,957 | $2,093+41.2% | $2,856+3.5% | $2,440+21.2% |
| Participant deferral / active EE | $4,767 | $2,887+65.1% | $3,885+22.7% | $3,608+32.1% |
| Admin fee / account holder | $26 | $3,973-99.4% | $5,356-99.5% | $5,124-99.5% |