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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) | $39,170 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,026 | $73,863+239.9% | $143,797+74.6% | $68,490+266.5% |
| Participation rate | 89.4% | 66.7%+22.7pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -14.67% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,299 | $3,185+3.6% | $4,952-33.4% | $2,597+27.0% |
| Participant deferral / active EE | $6,561 | $3,385+93.9% | $5,638+16.4% | $4,028+62.9% |
| Admin fee / account holder | $551 | $5,756-90.4% | $14,679-96.2% | $5,403-89.8% |