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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,448 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $665 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,328 | $61,214-66.8% | $83,327-75.6% | $56,289-63.9% |
| Participation rate | 84.5% | 72.6%+11.9pp | 77.8%+6.7pp | 69.9%+14.6pp |
| Annual return | 4.19% | 0.42%+3.8pp | 10.64%-6.5pp | -9.96%+14.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,481 | $5,091+105.9% | $5,565+88.3% | $3,350+212.9% |
| Admin fee / account holder | $44 | $512-91.4% | $7,540-99.4% | $521-91.5% |