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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,469 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $575 |
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS, INC. Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $412 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,991 | $46,360-33.2% | $147,617-79.0% | $52,331-40.8% |
| Participation rate | 92.2% | 64.9%+27.3pp | 84.6%+7.6pp | 68.1%+24.1pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,914 | $2,126+37.0% | $5,564-47.6% | $1,882+54.8% |
| Participant deferral / active EE | $2,624 | $2,258+16.2% | $4,895-46.4% | $3,022-13.2% |
| Admin fee / account holder | $17 | $766-97.8% | $11,612-99.9% | $592-97.1% |