Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $105,087 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,977 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 | Advisory (Plan) | $39,925 |
PEERY & ASSOCIATES, INC.1 year Service code 13 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $11,700 |
ALLSPRING1 year Service code 52 · EIN 45-7019649 | Indirect Investment Fees | $1 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DWS FUNDS4 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,878 | $62,723+330.3% | $142,874+88.9% | $86,813+210.9% |
| Participation rate | 0.0% | 62.6%-62.6pp | 72.0%-72.0pp | 72.3%-72.3pp |
| Annual return | 19.56% | 17.62%+1.9pp | 5638.58%-5619.0pp | 97.93%-78.4pp |
| Employer contribution / active EE | $1,686 | $1,627+3.6% | $4,145-59.3% | $2,406-29.9% |
| Participant deferral / active EE | $6,197 | $3,039+103.9% | $3,838+61.5% | $4,131+50.0% |
| Admin fee / account holder | $952 | $140+582.5% | $6,561-85.5% | $170+461.7% |