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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 | $26,412 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 21 · EIN 43-1270780 | Bank Trustee | $17,070 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $7,637 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 27 · EIN 39-1816008 | Advisory (Plan) | $2,400 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $45 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,918 | $65,125+64.2% | $143,797-25.6% | $66,949+59.7% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -17.75% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $6,333 | $2,362+168.1% | $4,952+27.9% | $2,545+148.8% |
| Participant deferral / active EE | $4,691 | $2,920+60.6% | $5,638-16.8% | $4,239+10.7% |
| Admin fee / account holder | $168 | $503-66.7% | $14,679-98.9% | $594-71.8% |