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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,277 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,488 | $91,710+77.2% | $67,560+140.5% | $77,762+109.0% |
| Participation rate | 96.1% | 76.0%+20.1pp | 72.9%+23.2pp | 70.6%+25.5pp |
| Annual return | 11.64% | 14.88%-3.2pp | 3533.50%-3521.9pp | 31.27%-19.6pp |
| Employer contribution / active EE | $5,002 | $3,187+56.9% | $2,737+82.8% | $2,728+83.3% |
| Participant deferral / active EE | $5,659 | $3,911+44.7% | $4,004+41.3% | $4,651+21.7% |
| Admin fee / account holder | $60 | $245-75.6% | $3,994-98.5% | $433-86.2% |