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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 | $28,368 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $5,477 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $4,745 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 27 · EIN 39-1816008 | Advisory (Plan) | $1,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,877 | $47,180+158.3% | $149,723-18.6% | $74,473+63.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.17% | 22.75%-2.6pp | 134.50%-114.3pp | 34.36%-14.2pp |
| Employer contribution / active EE | $5,730 | $1,907+200.5% | $4,821+18.8% | $2,638+117.2% |
| Participant deferral / active EE | $4,630 | $2,730+69.6% | $5,682-18.5% | $4,530+2.2% |
| Admin fee / account holder | $158 | $343-53.9% | $13,215-98.8% | $347-54.5% |