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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $49,615 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,356 | $78,636-33.4% | $105,607-50.4% | $74,459-29.7% |
| Participation rate | 79.2% | 72.8%+6.5pp | 75.3%+4.0pp | 67.2%+12.0pp |
| Annual return | 16.18% | 15.96%+0.2pp | 116.11%-99.9pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,829 | $2,523+12.1% | $3,167-10.7% | $2,626+7.7% |
| Participant deferral / active EE | $5,644 | $4,322+30.6% | $5,011+12.6% | $4,350+29.8% |
| Admin fee / account holder | $266 | $2,220-88.0% | $10,958-97.6% | $1,945-86.3% |