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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,894 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,092 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,335 | $60,165+78.4% | $74,184+44.7% | $55,167+94.6% |
| Participation rate | 99.6% | 74.2%+25.4pp | 76.6%+22.9pp | 69.0%+30.6pp |
| Annual return | 4.92% | 10.00%-5.1pp | 17.74%-12.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,502 | $1,600+118.9% | $2,370+47.8% | $1,963+78.4% |
| Participant deferral / active EE | $3,964 | $2,973+33.4% | $3,550+11.7% | $3,054+29.8% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |