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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,525 |
ASPIRE FINANCIAL SERVICES3 years Service code 15 · EIN 27-1033755 | Recordkeeping | $41,642 |
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 | $36,841 | $52,293-29.5% | $178,503-79.4% | $73,412-49.8% |
| Participation rate | 93.0% | 65.3%+27.7pp | 81.9%+11.1pp | 72.2%+20.8pp |
| Annual return | 14.58% | 34.75%-20.2pp | 151.12%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $2,101 | $1,736+21.0% | $5,011-58.1% | $2,234-6.0% |
| Participant deferral / active EE | $3,425 | $2,333+46.8% | $5,202-34.2% | $3,806-10.0% |
| Admin fee / account holder | $198 | $127+55.4% | $13,987-98.6% | $158+25.3% |