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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 | $58,275+187.8% | $81,844+104.9% | $80,935+107.2% |
| Participation rate | 98.7% | 63.5%+35.3pp | 72.4%+26.3pp | 67.7%+31.1pp |
| Annual return | 13.72% | 41.82%-28.1pp | 778.87%-765.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $7,716 | $2,346+228.9% | $2,916+164.6% | $2,757+179.9% |
| Participant deferral / active EE | $6,802 | $3,285+107.0% | $4,323+57.3% | $4,299+58.2% |
| Admin fee / account holder | $283 | $4,749-94.0% | $7,355-96.2% | $6,924-95.9% |