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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 17 · EIN 47-1411118 ATTN BLAKE THIBAULT · SAN RAFAEL, CA 94903 | Pension Consulting | $32,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $183,901 | $92,091+99.7% | $63,018+191.8% | $77,958+135.9% |
| Participation rate | 56.0% | 74.5%-18.4pp | 74.8%-18.8pp | 71.6%-15.6pp |
| Annual return | 15.85% | 16.23%-0.4pp | 87.63%-71.8pp | 20.87%-5.0pp |
| Employer contribution / active EE | $5,348 | $3,424+56.2% | $2,761+93.7% | $2,310+131.5% |
| Participant deferral / active EE | $1,583 | $3,361-52.9% | $3,330-52.5% | $3,537-55.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |