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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) | $51,640 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,092 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $75 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,012 | $73,839+128.9% | $143,788+17.5% | $68,495+146.8% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -14.13% | 1.01%-15.1pp | -0.03%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $484 | $5,755-91.6% | $14,675-96.7% | $5,403-91.0% |