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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Investment Management | $32,613 |
SAGE ADVISORY SERVICES1 year Service code 21 · EIN 74-2798841 | Bank Trustee | $29,460 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 4.69% | 9.92%-5.2pp | 32.33%-27.6pp | 22.81%-18.1pp |
| Employer contribution / active EE | $95,464 | $16,139+491.5% | $33,964+181.1% | $18,290+421.9% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |