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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) | $26,089 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,656 | $91,439-51.2% | $135,974-67.2% | $71,511-37.6% |
| Participation rate | 89.9% | 75.7%+14.3pp | 81.9%+8.0pp | 67.9%+22.0pp |
| Annual return | 19.33% | 29.90%-10.6pp | 68.30%-49.0pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,605 | $3,705-56.7% | $4,859-67.0% | $2,589-38.0% |
| Participant deferral / active EE | $7,187 | $7,093+1.3% | $7,760-7.4% | $4,291+67.5% |
| Admin fee / account holder | $195 | $1,267-84.6% | $10,767-98.2% | $1,588-87.7% |