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 | $65,072+181.1% | $66,439+175.3% | $65,306+180.1% |
| Participation rate | 98.0% | 69.1%+28.9pp | 74.5%+23.5pp | 57.7%+40.3pp |
| Annual return | 10.95% | 21.50%-10.6pp | 757.66%-746.7pp | 21.94%-11.0pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $13,881 | $3,234+329.2% | $3,876+258.1% | $2,959+369.1% |
| Admin fee / account holder | $60 | $1,323-95.5% | $6,173-99.0% | $3,480-98.3% |