Filed March 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,250 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,918 | $65,084+181.1% | $67,681+170.3% | $64,340+184.3% |
| Participation rate | 98.0% | 66.7%+31.3pp | 73.7%+24.3pp | 55.2%+42.8pp |
| Annual return | 10.95% | 20.50%-9.5pp | 590.58%-579.6pp | 24.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $13,881 | $3,210+332.4% | $3,976+249.2% | $2,980+365.8% |
| Admin fee / account holder | $60 | $1,415-95.8% | $6,100-99.0% | $3,703-98.4% |