Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,517 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
Filed as: MAYER HOFFMANN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $13,250 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,076 | $95,542+30.9% | $69,455+80.1% | $67,579+85.1% |
| Participation rate | 90.8% | 79.4%+11.5pp | 74.6%+16.2pp | 71.3%+19.6pp |
| Annual return | 14.69% | 17.67%-3.0pp | 28.97%-14.3pp | 378.56%-363.9pp |
| Employer contribution / active EE | $4,728 | $2,989+58.2% | $2,779+70.1% | $2,148+120.1% |
| Participant deferral / active EE | $5,036 | $3,263+54.3% | $3,535+42.4% | $3,539+42.3% |
| Admin fee / account holder | $131 | $90+45.8% | $3,839-96.6% | $142-7.9% |