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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,558 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,832 | $48,314+81.8% | $67,561+30.0% | $80,925+8.5% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.7%+28.1pp |
| Annual return | 13.61% | 18.28%-4.7pp | 3525.44%-3511.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,386 | $2,022+18.0% | $2,735-12.7% | $2,756-13.4% |
| Participant deferral / active EE | $6,878 | $2,927+135.0% | $4,003+71.8% | $4,299+60.0% |
| Admin fee / account holder | $178 | $3,690-95.2% | $4,006-95.6% | $6,940-97.4% |