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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,242 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,260 | $78,636-75.5% | $105,607-81.8% | $74,459-74.1% |
| Participation rate | 93.0% | 72.8%+20.2pp | 75.3%+17.7pp | 67.2%+25.8pp |
| Annual return | 11.53% | 15.96%-4.4pp | 116.11%-104.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,557 | $2,523-38.3% | $3,167-50.8% | $2,626-40.7% |
| Participant deferral / active EE | $3,436 | $4,322-20.5% | $5,011-31.4% | $4,350-21.0% |
| Admin fee / account holder | $192 | $2,220-91.4% | $10,958-98.2% | $1,945-90.1% |