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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,678 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,364 |
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 | $98,133 | $99,957-1.8% | $149,730-34.5% | $73,493+33.5% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 19.91% | 53.87%-34.0pp | 276.70%-256.8pp | 28.51%-8.6pp |
| Employer contribution / active EE | $3,701 | $3,191+16.0% | $4,645-20.3% | $2,270+63.0% |
| Participant deferral / active EE | $9,626 | $6,073+58.5% | $6,843+40.7% | $3,740+157.4% |
| Admin fee / account holder | $219 | $551-60.1% | $9,310-97.6% | $513-57.2% |