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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 | $34,079 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,116 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $606 |
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 | $180,165 | $58,888+205.9% | $178,499+0.9% | $73,493+145.1% |
| Participation rate | 96.7% | 66.2%+30.5pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 13.64% | 24.86%-11.2pp | 151.10%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $8,964 | $2,236+300.9% | $5,011+78.9% | $2,270+294.9% |
| Participant deferral / active EE | $5,214 | $2,568+103.1% | $5,202+0.2% | $3,740+39.4% |
| Admin fee / account holder | $246 | $400-38.6% | $13,986-98.2% | $513-52.1% |