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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,431 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $46,124 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $67,594+45.2% | $77,361+26.9% | $69,733+40.8% |
| Participation rate | 98.6% | 71.7%+26.9pp | 75.0%+23.6pp | 62.5%+36.1pp |
| Annual return | 12.29% | 19.20%-6.9pp | 1011.54%-999.2pp | 15.22%-2.9pp |
| Employer contribution / active EE | $3,391 | $2,649+28.0% | $2,990+13.4% | $2,250+50.7% |
| Participant deferral / active EE | $5,946 | $3,401+74.8% | $3,911+52.0% | $3,054+94.7% |
| Admin fee / account holder | $262 | $1,159-77.4% | $5,894-95.6% | $3,102-91.6% |