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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 52 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Indirect Investment Fees | $10,805 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,371 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,646 | $60,165-67.3% | $74,184-73.5% | $55,167-64.4% |
| Participation rate | 74.4% | 74.2%+0.2pp | 76.6%-2.2pp | 69.0%+5.4pp |
| Annual return | 8.15% | 10.00%-1.8pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $335 | $1,600-79.1% | $2,370-85.9% | $1,963-82.9% |
| Participant deferral / active EE | $1,042 | $2,973-65.0% | $3,550-70.7% | $3,054-65.9% |
| Admin fee / account holder | $114 | $419-72.8% | $5,586-98.0% | $504-77.3% |