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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 | $23,592 |
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,250 |
MY BENEFITS, LLC6 years Service code 28 2524 HABERFIELD CT. NE · ATLANTA, GA 30319 | Investment Management | $5,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,340 | $53,165-44.8% | $86,235-66.0% | $74,473-60.6% |
| Participation rate | 29.1% | 64.9%-35.7pp | 69.0%-39.8pp | 70.7%-41.6pp |
| Annual return | 203.54% | 22.64%+180.9pp | 1170.03%-966.5pp | 34.36%+169.2pp |
| Employer contribution / active EE | $79 | $1,210-93.5% | $2,381-96.7% | $2,638-97.0% |
| Participant deferral / active EE | $1,137 | $3,234-64.8% | $3,987-71.5% | $4,530-74.9% |
| Admin fee / account holder | $145 | $551-73.6% | $6,856-97.9% | $347-58.1% |