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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) | $33,592 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,832 | $88,360-33.4% | $145,433-59.5% | $67,986-13.5% |
| Participation rate | 90.2% | 65.5%+24.7pp | 82.1%+8.0pp | 57.2%+32.9pp |
| Annual return | 16.14% | 63.15%-47.0pp | 66.58%-50.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,426 | $3,054-53.3% | $4,554-68.7% | $2,019-29.3% |
| Participant deferral / active EE | $7,614 | $5,932+28.3% | $7,897-3.6% | $3,358+126.7% |
| Admin fee / account holder | $239 | $3,313-92.8% | $13,129-98.2% | $3,203-92.5% |