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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,326 | $96,018+36.8% | $65,493+100.5% | $85,563+53.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 13.61% | 14.51%-0.9pp | 982.45%-968.8pp | 31.51%-17.9pp |
| Employer contribution / active EE | $4,645 | $3,235+43.6% | $2,574+80.4% | $2,654+75.0% |
| Participant deferral / active EE | $4,187 | $4,055+3.3% | $3,961+5.7% | $4,375-4.3% |
| Admin fee / account holder | $139 | $271-48.5% | $5,028-97.2% | $834-83.3% |