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) | $13,325 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $521 |
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 | $79,390 | $60,124+32.0% | $90,404-12.2% | $79,858-0.6% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.6pp |
| Annual return | 19.58% | 71.94%-52.4pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,346 | $2,068+13.5% | $3,262-28.1% | $2,471-5.0% |
| Participant deferral / active EE | $6,162 | $2,938+109.7% | $3,963+55.5% | $3,740+64.7% |
| Admin fee / account holder | $252 | $3,976-93.7% | $5,611-95.5% | $5,306-95.3% |