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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,456 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 ATTN BLAKE THIBAULT · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $180,156 | $112,772+59.8% | $57,357+214.1% | $59,188+204.4% |
| Participation rate | 30.0% | 71.3%-41.4pp | 75.1%-45.1pp | 69.4%-39.5pp |
| Annual return | 2.42% | 0.85%+1.6pp | 24.41%-22.0pp | 5.51%-3.1pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,095 | $3,010+2.8% | $3,162-2.1% | $3,265-5.2% |
| Admin fee / account holder | $23 | $144-84.3% | $3,357-99.3% | $92-75.6% |