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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 | $48,337+98.0% | $67,560+41.7% | $80,959+18.2% |
| Participation rate | 82.7% | 66.4%+16.2pp | 72.9%+9.7pp | 67.7%+15.0pp |
| Annual return | 10.70% | 18.26%-7.6pp | 3533.50%-3522.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,888 | $2,023+42.8% | $2,737+5.5% | $2,757+4.7% |
| Participant deferral / active EE | $3,392 | $2,928+15.8% | $4,004-15.3% | $4,300-21.1% |
| Admin fee / account holder | $88 | $3,695-97.6% | $3,994-97.8% | $6,925-98.7% |