Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $229,526 |
MP P.C.3 years Service code 10 · EIN 04-3191789 ONE MONARCH PL STE 900 · SPRINGFIELD, MA 011444006 | Accounting | $44,000 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $20,000 |
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 | $159,085 | $113,568+40.1% | $67,560+135.5% | $200,096-20.5% |
| Participation rate | 82.3% | 73.3%+8.9pp | 72.9%+9.3pp | 72.0%+10.3pp |
| Annual return | 13.29% | 15.88%-2.6pp | 3533.50%-3520.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $5,665 | $3,409+66.2% | $2,737+107.0% | $3,038+86.5% |
| Participant deferral / active EE | $4,682 | $4,163+12.5% | $4,004+16.9% | $5,090-8.0% |
| Admin fee / account holder | $81 | $102-21.1% | $3,994-98.0% | $269-70.0% |