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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 41-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $31,607 |
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 | $46,917 | $46,173+1.6% | $170,435-72.5% | $69,631-32.6% |
| Participation rate | 91.3% | 63.9%+27.4pp | 83.6%+7.7pp | 70.7%+20.6pp |
| Annual return | 10.37% | 21.62%-11.2pp | 205.94%-195.6pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $1,221 | $1,610-24.2% | $5,432-77.5% | $2,032-39.9% |
| Participant deferral / active EE | $2,563 | $2,080+23.2% | $4,939-48.1% | $3,224-20.5% |
| Admin fee / account holder | $4 | $116-96.9% | $13,881-100.0% | $110-96.8% |