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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 | $51,535 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 24 · EIN 82-3967259 | Discretionary Trustee | $47,059 |
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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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 3.10% | 7.03%-3.9pp | 9.82%-6.7pp | 7.65%-4.6pp |
| Employer contribution / active EE | $88,117 | $15,106+483.3% | $30,322+190.6% | $20,582+328.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |