Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,510 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $17,625 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,500 |
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 | $114,604 | $91,692+25.0% | $67,561+69.6% | $77,714+47.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.66% | 14.88%-3.2pp | 3525.44%-3513.8pp | 31.26%-19.6pp |
| Employer contribution / active EE | $4,699 | $3,188+47.4% | $2,735+71.8% | $2,727+72.3% |
| Participant deferral / active EE | $4,334 | $3,912+10.8% | $4,003+8.3% | $4,649-6.8% |
| Admin fee / account holder | $118 | $245-51.7% | $4,006-97.1% | $433-72.7% |