Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $177,969 |
GLOBAL RETIREMENT PARTNERS LLC5+ 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 | $151,395 | $105,581+43.4% | $70,492+114.8% | $90,274+67.7% |
| Participation rate | 92.3% | 77.5%+14.8pp | 75.1%+17.3pp | 73.4%+19.0pp |
| Annual return | 4.40% | 14.78%-10.4pp | 109.16%-104.8pp | 53.97%-49.6pp |
| Employer contribution / active EE | $4,874 | $3,304+47.5% | $2,738+78.0% | $2,523+93.1% |
| Participant deferral / active EE | $3,820 | $3,813+0.2% | $3,711+3.0% | $4,231-9.7% |
| Admin fee / account holder | $69 | $68+1.7% | $3,848-98.2% | $114-39.8% |