Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $85,647 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $15,000 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $9,250 |
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 | $137,302 | $94,833+44.8% | $75,717+81.3% | $86,813+58.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 11.85% | 16.91%-5.1pp | 104.58%-92.7pp | 97.93%-86.1pp |
| Employer contribution / active EE | $4,988 | $2,904+71.8% | $2,743+81.9% | $2,406+107.3% |
| Participant deferral / active EE | $4,776 | $3,632+31.5% | $3,821+25.0% | $4,131+15.6% |
| Admin fee / account holder | $132 | $109+21.6% | $3,619-96.4% | $170-22.1% |