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 | $95,255+71.5% | $63,803+156.1% | $100,573+62.5% |
| Participation rate | 87.2% | 69.8%+17.5pp | 72.7%+14.5pp | 70.9%+16.3pp |
| Annual return | 11.41% | 15.13%-3.7pp | 543.72%-532.3pp | 18.89%-7.5pp |
| Employer contribution / active EE | $6,023 | $3,105+94.0% | $2,532+137.9% | $3,763+60.0% |
| Participant deferral / active EE | $4,903 | $3,889+26.1% | $3,843+27.6% | $4,921-0.4% |
| Admin fee / account holder | $75 | $139-45.7% | $5,196-98.5% | $454-83.4% |