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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) | $31,944 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,722 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,770 | $101,672-49.1% | $147,117-64.8% | $74,478-30.5% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.2%+6.0pp | 67.2%+20.9pp |
| Annual return | 16.33% | 8757.83%-8741.5pp | 420.54%-404.2pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,631 | $3,813-57.2% | $4,932-66.9% | $2,626-37.9% |
| Participant deferral / active EE | $7,188 | $7,305-1.6% | $8,065-10.9% | $4,350+65.2% |
| Admin fee / account holder | $271 | $1,753-84.6% | $12,993-97.9% | $1,946-86.1% |