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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 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $19,617 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,618 | $147,039-42.5% | $64,101+32.0% | - |
| Participation rate | 92.4% | 70.9%+21.4pp | 72.3%+20.1pp | - |
| Annual return | 14.36% | 7.51%+6.9pp | 33.72%-19.4pp | - |
| Employer contribution / active EE | $1,873 | $2,405-22.1% | $2,749-31.9% | - |
| Participant deferral / active EE | $4,577 | $3,377+35.5% | $3,881+17.9% | - |
| Admin fee / account holder | $81 | $6,926-98.8% | $3,070-97.4% | - |