Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $273,720 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,410 | $85,660+90.8% | $77,361+111.2% | $85,660+90.8% |
| Participation rate | 87.2% | 74.8%+12.4pp | 75.0%+12.3pp | 74.8%+12.4pp |
| Annual return | 11.41% | 19.52%-8.1pp | 1011.54%-1000.1pp | 19.52%-8.1pp |
| Employer contribution / active EE | $6,023 | $4,199+43.4% | $2,990+101.4% | $4,199+43.4% |
| Participant deferral / active EE | $4,903 | $3,518+39.3% | $3,911+25.4% | $3,518+39.3% |
| Admin fee / account holder | $75 | $224-66.3% | $5,894-98.7% | $224-66.3% |