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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $55,385 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $32,625 |
Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $5,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,752 | $76,696-40.3% | $96,538-52.6% | $71,529-36.0% |
| Participation rate | 96.4% | 66.6%+29.8pp | 74.3%+22.0pp | 67.9%+28.5pp |
| Annual return | 17.83% | 48.32%-30.5pp | 35.74%-17.9pp | 28.97%-11.1pp |
| Employer contribution / active EE | $1,756 | $3,032-42.1% | $3,740-53.1% | $2,590-32.2% |
| Participant deferral / active EE | $4,930 | $3,770+30.8% | $4,880+1.0% | $4,291+14.9% |
| Admin fee / account holder | $411 | $2,030-79.7% | $6,737-93.9% | $1,588-74.1% |