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 |
|---|---|---|
TIAA3 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $217,561 |
GLOBAL RETIREMENT PARTNERS LLC6+ 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 |
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 | $177,661 | $120,057+48.0% | $75,728+134.6% | $93,010+91.0% |
| Participation rate | 91.3% | 77.3%+14.0pp | 74.8%+16.5pp | 73.9%+17.4pp |
| Annual return | 25.18% | 19.62%+5.6pp | 104.66%-79.5pp | 158.70%-133.5pp |
| Employer contribution / active EE | $4,649 | $3,253+42.9% | $2,743+69.5% | $2,705+71.8% |
| Participant deferral / active EE | $3,782 | $4,089-7.5% | $3,820-1.0% | $4,561-17.1% |
| Admin fee / account holder | $78 | $81-4.0% | $3,620-97.8% | $152-48.5% |