Filed October 27, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Investment Management | $7,383 |
Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,156 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,406 | $36,916+63.6% | $156,551-61.4% | $57,658+4.8% |
| Participation rate | 99.2% | 63.4%+35.7pp | 84.0%+15.2pp | 70.2%+28.9pp |
| Annual return | 6.70% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,368 | $1,571+50.8% | $5,501-57.0% | $1,974+20.0% |
| Participant deferral / active EE | $3,751 | $1,926+94.8% | $4,871-23.0% | $3,061+22.5% |
| Admin fee / account holder | $17 | $82-79.4% | $13,028-99.9% | $95-82.0% |