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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 | $82,133-28.4% | $147,318-60.1% | $64,097-8.2% |
| Participation rate | 90.2% | 62.3%+27.9pp | 82.1%+8.1pp | 55.2%+35.0pp |
| Annual return | 16.14% | 78.78%-62.6pp | 70.43%-54.3pp | 34.64%-18.5pp |
| Employer contribution / active EE | $1,426 | $2,872-50.3% | $4,593-68.9% | $1,891-24.6% |
| Participant deferral / active EE | $7,614 | $5,407+40.8% | $7,906-3.7% | $3,080+147.2% |
| Admin fee / account holder | $239 | $3,730-93.6% | $13,708-98.3% | $3,454-93.1% |