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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $7,383 |
SHEA LABAGH DOBBERSTEIN1+ years Filed as: SHEA LABAGH DOBBERSTEIN, INC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $4,100 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $18,420 | $43,550-57.7% | $63,244-70.9% | $52,331-64.8% |
| Participation rate | 55.3% | 65.7%-10.4pp | 71.0%-15.7pp | 68.1%-12.8pp |
| Annual return | -1.07% | 2.03%-3.1pp | -70.31%+69.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $166 | $1,351-87.7% | $2,322-92.8% | $1,882-91.2% |
| Participant deferral / active EE | $1,388 | $2,254-38.4% | $2,953-53.0% | $3,022-54.1% |
| Admin fee / account holder | $45 | $387-88.2% | $5,893-99.2% | $592-92.3% |