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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 12 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 94903 | Direct payment from the plan; Claims ... | $14,347 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $11,287 |
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 | $22,502 | $46,423-51.5% | $75,901-70.4% | $67,579-66.7% |
| Participation rate | 45.3% | 63.1%-17.8pp | 69.3%-24.0pp | 71.3%-26.0pp |
| Annual return | 30.36% | 32.29%-1.9pp | 30.76%-0.4pp | 378.56%-348.2pp |
| Employer contribution / active EE | $523 | $1,406-62.8% | $2,501-79.1% | $2,148-75.7% |
| Participant deferral / active EE | $1,364 | $2,564-46.8% | $3,603-62.1% | $3,539-61.4% |
| Admin fee / account holder | $146 | $132+11.2% | $5,420-97.3% | $142+2.9% |