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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $57,353 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,579 |
EP WEALTH ADVISORS LLC5 years Service code 26 · EIN 33-0152539 | Advisory (Participants) | $14,597 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $278 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,958 | $45,343+380.7% | $150,298+45.0% | $67,986+220.6% |
| Participation rate | 91.4% | 51.9%+39.6pp | 77.8%+13.7pp | 57.2%+34.2pp |
| Annual return | 15.68% | 33.28%-17.6pp | 62.79%-47.1pp | 31.67%-16.0pp |
| Employer contribution / active EE | $9,305 | $1,462+536.5% | $4,154+124.0% | $2,019+360.9% |
| Participant deferral / active EE | $5,577 | $2,055+171.4% | $5,453+2.3% | $3,358+66.1% |
| Admin fee / account holder | $313 | $2,250-86.1% | $14,116-97.8% | $3,203-90.2% |