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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 | $16,894 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $6,936 |
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 | $45,560 | $37,196+22.5% | $154,108-70.4% | $55,725-18.2% |
| Participation rate | 90.3% | 64.1%+26.2pp | 83.0%+7.2pp | 70.9%+19.4pp |
| Annual return | -3.00% | 1319.68%-1322.7pp | 735.21%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,545 | $1,614-4.3% | $5,298-70.8% | $2,078-25.7% |
| Participant deferral / active EE | $2,876 | $2,068+39.1% | $5,081-43.4% | $3,356-14.3% |
| Admin fee / account holder | $17 | $102-83.2% | $13,411-99.9% | $115-85.2% |