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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $19,697 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 12 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 94903 | Direct payment from the plan; Claims ... | $6,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,476 | $41,467-55.4% | $67,313-72.6% | $55,725-66.8% |
| Participation rate | 43.3% | 62.5%-19.2pp | 69.1%-25.8pp | 70.9%-27.6pp |
| Annual return | -6.14% | 0.82%-7.0pp | -4.08%-2.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $469 | $1,316-64.3% | $2,566-81.7% | $2,078-77.4% |
| Participant deferral / active EE | $1,224 | $2,399-49.0% | $3,568-65.7% | $3,356-63.5% |
| Admin fee / account holder | $164 | $102+61.1% | $4,507-96.4% | $115+42.7% |