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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,717 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,509 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,187 | $65,960-70.9% | $81,844-76.6% | $77,736-75.3% |
| Participation rate | 94.6% | 65.8%+28.9pp | 72.4%+22.3pp | 70.6%+24.1pp |
| Annual return | 17.16% | 26.64%-9.5pp | 778.87%-761.7pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,685 | $2,375+13.1% | $2,916-7.9% | $2,728-1.6% |
| Participant deferral / active EE | $5,988 | $3,505+70.8% | $4,323+38.5% | $4,651+28.8% |
| Admin fee / account holder | $143 | $526-72.8% | $7,355-98.1% | $433-66.9% |