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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,946 |
Filed as: GLOBAL RETIREMENT PARTNERS 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 | $153,986 | $83,884+83.6% | $64,110+140.2% | $74,478+106.8% |
| Participation rate | 95.9% | 76.6%+19.3pp | 72.3%+23.6pp | 70.7%+25.2pp |
| Annual return | 15.01% | 16.57%-1.6pp | 33.75%-18.7pp | 34.37%-19.4pp |
| Employer contribution / active EE | $4,632 | $3,084+50.2% | $2,751+68.4% | $2,637+75.7% |
| Participant deferral / active EE | $5,617 | $3,692+52.2% | $3,883+44.7% | $4,530+24.0% |
| Admin fee / account holder | $46 | $196-76.6% | $3,071-98.5% | $347-86.8% |