Filed November 3, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $93,490 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $26,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
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 | $131,326 | $93,351+40.7% | $62,929+108.7% | $79,634+64.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 13.61% | 14.37%-0.8pp | 1063.93%-1050.3pp | 36.46%-22.9pp |
| Employer contribution / active EE | $4,645 | $3,135+48.2% | $2,505+85.5% | $2,529+83.7% |
| Participant deferral / active EE | $4,187 | $3,921+6.8% | $3,888+7.7% | $3,835+9.2% |
| Admin fee / account holder | $139 | $229-39.2% | $5,065-97.3% | $1,002-86.1% |