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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,522 |
Service code 15 · EIN 27-1033755 | Recordkeeping | $13,143 |
ASCENSUS LLC2 years Filed as: MEANS & ASSOCIATES Service code 13 · EIN 81-3396218 | Contract Administrator | $1,510 |
FIRST MERCANTILE TRUST COMPANY4+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $1,050 |
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 | $25,933 | $37,196-30.3% | $154,108-83.2% | $55,725-53.5% |
| Participation rate | 94.3% | 64.1%+30.2pp | 83.0%+11.2pp | 70.9%+23.4pp |
| Annual return | -4.42% | 1319.68%-1324.1pp | 735.21%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,042 | $1,614+26.5% | $5,298-61.5% | $2,078-1.8% |
| Participant deferral / active EE | $3,034 | $2,068+46.7% | $5,081-40.3% | $3,356-9.6% |
| Admin fee / account holder | $101 | $102-0.7% | $13,411-99.2% | $115-12.5% |