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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 | $47,118 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,375 |
EP WEALTH ADVISORS LLC4 years Service code 26 · EIN 33-0152539 | Advisory (Participants) | $13,579 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $526 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,127 | $55,446+257.3% | $155,574+27.4% | $74,429+166.2% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.3pp |
| Annual return | 12.15% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $9,780 | $2,266+331.6% | $4,676+109.2% | $2,625+272.6% |
| Participant deferral / active EE | $5,811 | $2,836+104.9% | $5,629+3.2% | $4,348+33.6% |
| Admin fee / account holder | $284 | $1,743-83.7% | $15,914-98.2% | $1,944-85.4% |