Filed December 1, 2021
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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) | $11,856 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,599 | $54,762+12.5% | $90,281-31.8% | $72,985-15.6% |
| Participation rate | 57.9% | 65.1%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 23.80% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,055 | $2,092-1.8% | $2,854-28.0% | $2,440-15.8% |
| Participant deferral / active EE | $5,720 | $2,887+98.1% | $3,885+47.2% | $3,607+58.6% |
| Admin fee / account holder | $230 | $3,972-94.2% | $5,351-95.7% | $5,124-95.5% |