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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,273 |
ASPIRE FINANCIAL SERVICES2 years Service code 15 · EIN 27-1033755 | Recordkeeping | $36,391 |
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 | $30,145 | $62,928-52.1% | $172,752-82.6% | $67,579-55.4% |
| Participation rate | 94.8% | 64.5%+30.3pp | 82.6%+12.1pp | 71.3%+23.5pp |
| Annual return | 20.88% | 30.36%-9.5pp | 802.97%-782.1pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,189 | $1,636+33.8% | $5,144-57.4% | $2,148+1.9% |
| Participant deferral / active EE | $3,435 | $2,145+60.1% | $5,198-33.9% | $3,539-3.0% |
| Admin fee / account holder | $177 | $167+6.4% | $13,955-98.7% | $142+24.7% |