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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $32,124 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4460 REDWOOD HWY · SAN RAFAEL, CA 949031951 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,480 | $69,774+25.4% | $67,561+29.5% | $74,429+17.5% |
| Participation rate | 90.9% | 71.4%+19.6pp | 72.9%+18.0pp | 67.2%+23.7pp |
| Annual return | 11.51% | -40.53%+52.0pp | 3525.44%-3513.9pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $2,220 | $2,710-18.1% | $2,735-18.8% | $2,625-15.4% |
| Participant deferral / active EE | $4,874 | $3,636+34.0% | $4,003+21.7% | $4,348+12.1% |
| Admin fee / account holder | $107 | $890-87.9% | $4,006-97.3% | $1,944-94.5% |