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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) | $11,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,076 | $93,598-71.1% | $135,974-80.1% | $75,173-64.0% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,115 | $6,405+182.8% | $7,760+133.4% | $4,126+339.0% |
| Admin fee / account holder | $76 | $6,978-98.9% | $10,767-99.3% | $5,651-98.7% |