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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 44340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,658 |
NATIONWIDE3 years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $39,181 |
ACTUARIAL BENEFITS CORP4+ years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE · TORRANCE, CA 90505 | Contract Administrator | $38,466 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGIT LLP Service code 10 · EIN 94-4345526 11444 W. OLYMPIC BLVD. · LOS ANGELES, CA 90064 | Accounting | $28,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,182 | $79,519-59.5% | $95,956-66.5% | $73,412-56.2% |
| Participation rate | 68.9% | 81.2%-12.3pp | 77.1%-8.2pp | 72.2%-3.3pp |
| Annual return | 21.88% | 19.20%+2.7pp | 91.63%-69.8pp | 59.30%-37.4pp |
| Employer contribution / active EE | $1,225 | $2,048-40.2% | $2,541-51.8% | $2,234-45.2% |
| Participant deferral / active EE | $2,632 | $4,138-36.4% | $4,167-36.8% | $3,806-30.8% |
| Admin fee / account holder | $353 | $184+91.8% | $6,797-94.8% | $158+123.8% |