Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,508 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $23,500 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $9,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,424 | $79,151+40.8% | $60,906+82.9% | $64,819+71.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.78% | -7.12%-4.7pp | 16.94%-28.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $4,795 | $3,052+57.1% | $2,703+77.4% | $2,507+91.3% |
| Participant deferral / active EE | $4,905 | $3,727+31.6% | $3,814+28.6% | $4,311+13.8% |
| Admin fee / account holder | $107 | $106+0.9% | $3,227-96.7% | $188-43.2% |