Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,813 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
Filed as: CBIZ MHM, LLC Service code 28 · EIN 26-3753134 | Investment Management | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,594 | $84,948+57.3% | $70,494+89.5% | $73,412+82.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 9.57% | 13.39%-3.8pp | 109.16%-99.6pp | 59.30%-49.7pp |
| Employer contribution / active EE | $4,431 | $2,834+56.4% | $2,738+61.8% | $2,234+98.4% |
| Participant deferral / active EE | $4,916 | $3,387+45.1% | $3,711+32.5% | $3,806+29.2% |
| Admin fee / account holder | $122 | $98+24.5% | $3,848-96.8% | $158-22.6% |