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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $18,959 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $5,767 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,307 | $55,446-41.7% | $155,574-79.2% | $74,429-56.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.32% | 269.20%-255.9pp | 64.87%-51.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $4,185 | $2,266+84.7% | $4,676-10.5% | $2,625+59.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $82 | $1,743-95.3% | $15,914-99.5% | $1,944-95.8% |