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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,406 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,964 | $47,163-21.6% | $149,696-75.3% | $74,460-50.4% |
| Participation rate | 35.8% | 63.4%-27.7pp | 78.8%-43.0pp | 70.7%-35.0pp |
| Annual return | 19.99% | 22.75%-2.8pp | 134.46%-114.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,136 | $2,730-21.8% | $5,682-62.4% | $4,530-52.8% |
| Admin fee / account holder | $62 | $343-81.9% | $13,212-99.5% | $348-82.1% |