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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,238 |
TONNESON & COMPANY, PC6 years Service code 10 · EIN 04-2943536 | Accounting | $18,076 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 20 N. MAIN STREET · PEARL RIVER, NY 10965 | Advisory (Participants) | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,725 | $58,241+188.0% | $81,780+105.1% | $80,911+107.3% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.4%+26.4pp | 67.6%+31.1pp |
| Annual return | 13.72% | 41.73%-28.0pp | 776.27%-762.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $7,716 | $2,343+229.3% | $2,914+164.8% | $2,756+180.0% |
| Participant deferral / active EE | $6,802 | $3,283+107.2% | $4,321+57.4% | $4,297+58.3% |
| Admin fee / account holder | $283 | $4,973-94.3% | $7,384-96.2% | $6,935-95.9% |