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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $12,139 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC-H/O Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,797 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,937 | $67,594-11.3% | $77,361-22.5% | $69,733-14.0% |
| Participation rate | 37.7% | 71.7%-34.0pp | 75.0%-37.3pp | 62.5%-24.7pp |
| Annual return | 13.03% | 19.20%-6.2pp | 1011.54%-998.5pp | 15.22%-2.2pp |
| Employer contribution / active EE | $1,046 | $2,649-60.5% | $2,990-65.0% | $2,250-53.5% |
| Participant deferral / active EE | $1,872 | $3,401-45.0% | $3,911-52.1% | $3,054-38.7% |
| Admin fee / account holder | $232 | $1,159-80.0% | $5,894-96.1% | $3,102-92.5% |