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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $9,935 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Investment Management | $9,500 |
BST & CO. CPA'S LLP5 years Service code 10 · EIN 14-1442607 10 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $6,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,708 | $48,277+98.2% | $67,511+41.8% | $80,874+18.3% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.6%+15.0pp |
| Annual return | 10.70% | 18.27%-7.6pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,888 | $2,021+42.9% | $2,733+5.7% | $2,756+4.8% |
| Participant deferral / active EE | $3,392 | $2,926+15.9% | $4,000-15.2% | $4,297-21.1% |
| Admin fee / account holder | $88 | $3,687-97.6% | $3,999-97.8% | $6,935-98.7% |