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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 | $48,277+81.9% | $67,511+30.1% | $80,874+8.6% |
| Participation rate | 95.7% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.1pp |
| Annual return | 13.61% | 18.27%-4.7pp | 3517.41%-3503.8pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,386 | $2,021+18.1% | $2,733-12.7% | $2,756-13.4% |
| Participant deferral / active EE | $6,878 | $2,926+135.1% | $4,000+71.9% | $4,297+60.1% |
| Admin fee / account holder | $178 | $3,687-95.2% | $3,999-95.5% | $6,935-97.4% |