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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,723 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $1,115 |
ASCENSUS LLC1 year Filed as: MEANS & ASSOCIATES Service code 13 · EIN 81-3396218 | Contract Administrator | $776 |
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 | $27,496 | $46,173-40.5% | $170,435-83.9% | $69,631-60.5% |
| Participation rate | 88.5% | 63.9%+24.6pp | 83.6%+4.9pp | 70.7%+17.8pp |
| Annual return | 14.83% | 21.62%-6.8pp | 205.94%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,614 | $1,610+62.4% | $5,432-51.9% | $2,032+28.6% |
| Participant deferral / active EE | $2,537 | $2,080+21.9% | $4,939-48.6% | $3,224-21.3% |
| Admin fee / account holder | $14 | $116-88.1% | $13,881-99.9% | $110-87.5% |