Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $54,117-3.3% | $135,768-61.4% | $65,306-19.9% |
| Participation rate | 36.7% | 48.7%-11.9pp | 71.1%-34.3pp | 57.7%-20.9pp |
| Annual return | 9.91% | 21.76%-11.8pp | 526.10%-516.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $701 | $1,029-31.9% | $3,394-79.3% | $1,967-64.4% |
| Participant deferral / active EE | $2,192 | $2,395-8.5% | $3,977-44.9% | $2,959-25.9% |
| Admin fee / account holder | $95 | $4,541-97.9% | $7,048-98.7% | $3,480-97.3% |