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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,320 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,110 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,153 | $55,347-96.1% | $120,368-98.2% | $199,768-98.9% |
| Participation rate | 92.7% | 52.9%+39.8pp | 71.9%+20.8pp | 72.0%+20.7pp |
| Annual return | 22.03% | 15.37%+6.7pp | 107.26%-85.2pp | 34.26%-12.2pp |
| Employer contribution / active EE | $527 | $1,296-59.3% | $3,465-84.8% | $3,037-82.6% |
| Participant deferral / active EE | $1,078 | $2,350-54.1% | $4,991-78.4% | $5,090-78.8% |
| Admin fee / account holder | $17 | $134-87.2% | $9,429-99.8% | $269-93.6% |