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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4460 REDWOOD HWY · SAN RAFAEL, CA 949031951 | Advisory (Plan) | $20,000 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,920 | $60,989+22.8% | $60,906+23.0% | $66,938+11.9% |
| Participation rate | 92.0% | 74.5%+17.5pp | 73.1%+18.9pp | 69.8%+22.2pp |
| Annual return | -10.98% | -9.60%-1.4pp | 16.94%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $1,690 | $2,661-36.5% | $2,703-37.5% | $2,545-33.6% |
| Participant deferral / active EE | $4,084 | $3,615+13.0% | $3,814+7.1% | $4,238-3.6% |
| Admin fee / account holder | $41 | $338-87.9% | $3,227-98.7% | $594-93.1% |