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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other Services | $14,530 |
NATIONWIDE8 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,479 |
MY BENEFITS, LLC7 years Service code 28 2524 HABERFIELD CT. NE · ATLANTA, GA 30319 | Investment Management | $530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,809 | $54,245+28.7% | $93,727-25.5% | $77,762-10.2% |
| Participation rate | 32.8% | 63.9%-31.1pp | 68.7%-35.9pp | 70.6%-37.7pp |
| Annual return | 337.54% | 30.58%+307.0pp | 133.83%+203.7pp | 31.27%+306.3pp |
| Employer contribution / active EE | $237 | $1,168-79.7% | $2,421-90.2% | $2,728-91.3% |
| Participant deferral / active EE | $1,840 | $3,144-41.5% | $4,417-58.4% | $4,651-60.4% |
| Admin fee / account holder | $354 | $575-38.4% | $8,292-95.7% | $433-18.1% |