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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 21 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Bank Trustee | $25,384 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $7,545 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $6,430 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 21 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Bank Trustee | $2,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,515 | $50,820+178.5% | $155,567-9.0% | $77,671+82.2% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.1pp |
| Annual return | 17.21% | 34.85%-17.6pp | 64.74%-47.5pp | 31.21%-14.0pp |
| Employer contribution / active EE | $5,497 | $1,993+175.8% | $4,674+17.6% | $2,726+101.6% |
| Participant deferral / active EE | $3,853 | $2,823+36.5% | $5,628-31.5% | $4,648-17.1% |
| Admin fee / account holder | $152 | $436-65.1% | $15,916-99.0% | $430-64.7% |