Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $77,458 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,137 | $204,517-21.7% | $69,480+130.5% | $77,775+105.9% |
| Participation rate | 92.7% | 74.6%+18.1pp | 74.6%+18.1pp | 73.2%+19.5pp |
| Annual return | 5.50% | 22.10%-16.6pp | 28.99%-23.5pp | 32.58%-27.1pp |
| Employer contribution / active EE | $5,374 | $3,548+51.5% | $2,780+93.3% | $2,504+114.6% |
| Participant deferral / active EE | $4,253 | $3,478+22.3% | $3,537+20.3% | $3,966+7.3% |
| Admin fee / account holder | $36 | $101-64.1% | $3,840-99.1% | $100-63.9% |