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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,467 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 55 4340 REDWOOD HIGHWAY SUITE B · SAN RAFAEL, CA 94903 | Other Commissions | $20,130 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $7,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,050 | $76,696+59.1% | $96,515+26.5% | $71,511+70.7% |
| Participation rate | 57.6% | 66.6%-9.0pp | 74.3%-16.7pp | 67.9%-10.3pp |
| Annual return | 17.14% | 48.32%-31.2pp | 35.73%-18.6pp | 28.86%-11.7pp |
| Employer contribution / active EE | $2,664 | $3,032-12.1% | $3,740-28.8% | $2,589+2.9% |
| Participant deferral / active EE | $4,571 | $3,770+21.2% | $4,880-6.3% | $4,291+6.5% |
| Admin fee / account holder | $276 | $2,030-86.4% | $6,735-95.9% | $1,588-82.6% |