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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 111 DEERWOOD ROAD · SAN RAMON, CA 94583 | Advisory (Participants) | $16,097 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,517 | $73,102-71.9% | $123,549-83.4% | $56,287-63.5% |
| Participation rate | 93.4% | 74.3%+19.1pp | 82.3%+11.1pp | 69.9%+23.5pp |
| Annual return | -3.51% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,709 | $2,977-42.6% | $4,628-63.1% | $2,111-19.0% |
| Participant deferral / active EE | $4,734 | $5,423-12.7% | $6,426-26.3% | $3,350+41.3% |
| Admin fee / account holder | $84 | $554-84.9% | $9,284-99.1% | $521-84.0% |