Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,528 |
PCS RETIREMENT, LLC1 year Service code 15 · EIN 23-3038464 | Recordkeeping | $47,916 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,412 | $46,332-36.5% | $143,799-79.5% | $64,819-54.6% |
| Participation rate | 92.0% | 64.2%+27.8pp | 80.3%+11.7pp | 71.5%+20.6pp |
| Annual return | -16.50% | -10.05%-6.5pp | -0.04%-16.5pp | 32.84%-49.3pp |
| Employer contribution / active EE | $3,499 | $1,911+83.1% | $4,952-29.3% | $2,507+39.6% |
| Participant deferral / active EE | $3,617 | $2,647+36.6% | $5,638-35.8% | $4,311-16.1% |
| Admin fee / account holder | $185 | $154+20.0% | $14,677-98.7% | $188-1.7% |