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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) | $44,351 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,969 |
19 funds of $250K or more; 15 lines in all, holding $21.2M of the plan's $21.7M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $11.1M | 52.2% |
| MassMutual Financial Group MassMutual Select Blue Chip Growth I Fund MassMutual · Mutual fund | $2.4M | 11.3% |
| MetLife MetLife GAC-Series 25053 Class 0 MetLife · Other | $1.5M | 7.2% |
| The Vanguard Group, Inc. Vanguard Equity Income Admiral Vanguard · Mutual fund Recordkeeper's own fund | $1.3M | 6.1% |
| Vanguard Group Vanguard Sm Cap Index Adm Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.1M | 5.0% |
| Vanguard Group Mid Cap Index Admiral Vanguard · Mutual fund IndexRecordkeeper's own fund | $998K | 4.7% |
| Vanguard Group Vanguard Health Care Index Admiral Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $724K | 3.4% |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd Vanguard · Mutual fund IndexRecordkeeper's own fund | $457K | 2.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $428K | 2.0% |
| Fidelity Advisor Focus Emerging Markets Z Fund Fidelity (FMR) · Mutual fund | $298K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.