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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY #23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,926 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $55,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,888 | $47,163-26.0% | $149,696-76.7% | $74,460-53.1% |
| Participation rate | 88.9% | 63.4%+25.4pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 16.64% | 22.75%-6.1pp | 134.46%-117.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,369 | $1,907+76.7% | $4,821-30.1% | $2,638+27.7% |
| Participant deferral / active EE | $3,196 | $2,730+17.1% | $5,682-43.7% | $4,530-29.4% |
| Admin fee / account holder | $186 | $343-45.6% | $13,212-98.6% | $348-46.4% |