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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $8,926 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,369 | $52,293-85.9% | $178,503-95.9% | $73,412-90.0% |
| Participation rate | 48.3% | 65.3%-17.0pp | 81.9%-33.6pp | 72.2%-23.9pp |
| Annual return | 13.77% | 34.75%-21.0pp | 151.12%-137.3pp | 59.30%-45.5pp |
| Employer contribution / active EE | $152 | $1,736-91.3% | $5,011-97.0% | $2,234-93.2% |
| Participant deferral / active EE | $558 | $2,333-76.1% | $5,202-89.3% | $3,806-85.3% |
| Admin fee / account holder | $55 | $127-56.7% | $13,987-99.6% | $158-65.1% |