Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $197,677 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $15,000 |
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 | $148,327 | $105,179+41.0% | $64,110+131.4% | $80,187+85.0% |
| Participation rate | 88.9% | 73.5%+15.4pp | 72.3%+16.6pp | 72.9%+16.0pp |
| Annual return | 10.71% | 20.34%-9.6pp | 33.75%-23.0pp | 40.40%-29.7pp |
| Employer contribution / active EE | $4,803 | $3,311+45.1% | $2,751+74.6% | $2,980+61.2% |
| Participant deferral / active EE | $3,986 | $4,020-0.8% | $3,883+2.7% | $5,016-20.5% |
| Admin fee / account holder | $61 | $113-46.4% | $3,071-98.0% | $145-58.2% |