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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,249 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,370 | $48,313-78.5% | $73,309-85.9% | $52,331-80.2% |
| Participation rate | 49.6% | 68.6%-18.9pp | 74.9%-25.3pp | 68.1%-18.5pp |
| Annual return | -1.68% | 3.85%-5.5pp | 5.67%-7.4pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,721 | $4,189-11.2% | $4,991-25.5% | $3,022+23.1% |
| Admin fee / account holder | $18 | $404-95.5% | $5,635-99.7% | $592-96.9% |