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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $86,342 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping fees... | $57,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,058 | $50,919-29.2% | $155,556-76.8% | $77,762-53.6% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 13.73% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $3,233 | $1,991+62.4% | $4,675-30.8% | $2,728+18.5% |
| Participant deferral / active EE | $3,108 | $2,824+10.0% | $5,631-44.8% | $4,651-33.2% |
| Admin fee / account holder | $178 | $437-59.2% | $15,885-98.9% | $433-58.8% |