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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 | $65,084-7.9% | $67,681-11.4% | $64,340-6.8% |
| Participation rate | 37.7% | 66.7%-29.0pp | 73.7%-36.0pp | 55.2%-17.5pp |
| Annual return | 13.03% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,046 | $2,398-56.4% | $2,678-60.9% | $1,862-43.8% |
| Participant deferral / active EE | $1,872 | $3,210-41.7% | $3,976-52.9% | $2,980-37.2% |
| Admin fee / account holder | $232 | $1,415-83.6% | $6,100-96.2% | $3,703-93.7% |