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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $13,697 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $10,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,341 | $52,581-0.5% | $130,788-60.0% | $64,340-18.6% |
| Participation rate | 36.7% | 46.5%-9.8pp | 70.1%-33.4pp | 55.2%-18.5pp |
| Annual return | 9.91% | 20.39%-10.5pp | 386.44%-376.5pp | 24.14%-14.2pp |
| Employer contribution / active EE | $701 | $1,031-32.0% | $3,558-80.3% | $1,862-62.3% |
| Participant deferral / active EE | $2,192 | $2,200-0.4% | $4,137-47.0% | $2,980-26.4% |
| Admin fee / account holder | $95 | $4,583-97.9% | $6,673-98.6% | $3,703-97.4% |