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 |
|---|---|---|
TIAA4 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $208,242 |
MP P.C.1 year Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 01144 | Accounting | $20,000 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $18,250 |
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 | $147,070 | $98,780+48.9% | $60,919+141.4% | $77,906+88.8% |
| Participation rate | 88.5% | 76.7%+11.8pp | 73.1%+15.4pp | 73.7%+14.8pp |
| Annual return | -10.24% | -11.56%+1.3pp | 16.98%-27.2pp | 12.16%-22.4pp |
| Employer contribution / active EE | $4,635 | $3,605+28.6% | $2,704+71.4% | $2,846+62.8% |
| Participant deferral / active EE | $3,916 | $4,200-6.8% | $3,814+2.7% | $4,805-18.5% |
| Admin fee / account holder | $77 | $89-12.7% | $3,226-97.6% | $133-41.7% |