Filed June 26, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
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 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | 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 | $82,411+98.3% | $67,681+141.4% | $89,670+82.2% |
| Participation rate | 87.2% | 71.3%+15.9pp | 73.7%+13.5pp | 71.2%+16.1pp |
| Annual return | 11.41% | 13.69%-2.3pp | 590.58%-579.2pp | 19.66%-8.3pp |
| Employer contribution / active EE | $6,023 | $2,761+118.1% | $2,678+124.9% | $4,041+49.0% |
| Participant deferral / active EE | $4,903 | $3,090+58.7% | $3,976+23.3% | $3,962+23.7% |
| Admin fee / account holder | $75 | $139-45.8% | $6,100-98.8% | $352-78.6% |