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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 | $55,472-20.4% | $155,567-71.6% | $74,546-40.8% |
| Participation rate | 61.6% | 61.9%-0.3pp | 78.2%-16.6pp | 67.2%-5.6pp |
| Annual return | 12.54% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,993 | $2,269-12.2% | $4,674-57.4% | $2,624-24.1% |
| Participant deferral / active EE | $2,195 | $2,838-22.7% | $5,628-61.0% | $4,347-49.5% |
| Admin fee / account holder | $291 | $1,743-83.3% | $15,916-98.2% | $1,944-85.0% |