Filed November 3, 2023
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| 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 | $92,071+42.6% | $63,803+105.8% | $71,012+84.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 72.7%+27.3pp | 58.6%+41.4pp |
| Annual return | 13.61% | 13.14%+0.5pp | 543.72%-530.1pp | 37.67%-24.1pp |
| Employer contribution / active EE | $4,645 | $3,085+50.5% | $2,532+83.4% | $2,348+97.8% |
| Participant deferral / active EE | $4,187 | $3,765+11.2% | $3,843+8.9% | $3,246+29.0% |
| Admin fee / account holder | $139 | $227-38.6% | $5,196-97.3% | $1,167-88.1% |