Filed April 10, 2026 (most recent of 2 filings on file)
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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) | $20,468 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,549 | $54,368-19.9% | $117,039-62.8% | $62,293-30.1% |
| Participation rate | 50.3% | 64.9%-14.6pp | 77.2%-26.9pp | 69.5%-19.2pp |
| Annual return | 11.76% | 21.77%-10.0pp | 18.95%-7.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,495 | $2,269-34.1% | $3,929-61.9% | $3,169-52.8% |
| Admin fee / account holder | $316 | $493-36.0% | $5,974-94.7% | $479-34.1% |