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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $75,512 |
ASPIRE FINANCIAL SERVICES4 years Service code 15 · EIN 27-1033755 | Recordkeeping | $41,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,281 | $56,511-34.0% | $185,837-79.9% | $86,813-57.1% |
| Participation rate | 92.7% | 65.5%+27.2pp | 81.7%+11.0pp | 72.3%+20.4pp |
| Annual return | 14.56% | 118.12%-103.6pp | 122.08%-107.5pp | 97.93%-83.4pp |
| Employer contribution / active EE | $1,868 | $1,844+1.3% | $5,168-63.9% | $2,406-22.4% |
| Participant deferral / active EE | $3,411 | $2,554+33.5% | $5,568-38.7% | $4,131-17.4% |
| Admin fee / account holder | $190 | $150+27.0% | $16,241-98.8% | $170+12.0% |