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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,949 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,130 | $55,446-20.4% | $155,574-71.6% | $74,429-40.7% |
| Participation rate | 61.6% | 61.9%-0.3pp | 78.2%-16.6pp | 67.2%-5.6pp |
| Annual return | 12.54% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,993 | $2,266-12.1% | $4,676-57.4% | $2,625-24.1% |
| Participant deferral / active EE | $2,195 | $2,836-22.6% | $5,629-61.0% | $4,348-49.5% |
| Admin fee / account holder | $291 | $1,743-83.3% | $15,914-98.2% | $1,944-85.0% |