Filed September 1, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,574 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,115 | $79,151+79.5% | $60,919+133.3% | $64,829+119.2% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.6pp |
| Annual return | -11.57% | -7.12%-4.5pp | 16.98%-28.6pp | 32.85%-44.4pp |
| Employer contribution / active EE | $4,761 | $3,052+56.0% | $2,704+76.1% | $2,507+89.9% |
| Participant deferral / active EE | $5,536 | $3,727+48.5% | $3,814+45.1% | $4,312+28.4% |
| Admin fee / account holder | $43 | $106-59.6% | $3,226-98.7% | $188-77.3% |