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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 | $101,591-49.0% | $147,096-64.8% | $74,429-30.4% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.2%+6.0pp | 67.2%+20.9pp |
| Annual return | 16.33% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,631 | $3,813-57.2% | $4,936-66.9% | $2,625-37.8% |
| Participant deferral / active EE | $7,188 | $7,302-1.6% | $8,071-10.9% | $4,348+65.3% |
| Admin fee / account holder | $271 | $1,750-84.5% | $13,005-97.9% | $1,944-86.1% |