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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 | $64,705+51.7% | $62,929+56.0% | $67,986+44.4% |
| Participation rate | 98.6% | 65.6%+33.0pp | 73.1%+25.5pp | 57.2%+41.4pp |
| Annual return | 12.29% | 20.31%-8.0pp | 1063.93%-1051.6pp | 31.67%-19.4pp |
| Employer contribution / active EE | $3,391 | $2,376+42.7% | $2,505+35.4% | $2,019+68.0% |
| Participant deferral / active EE | $5,946 | $3,198+85.9% | $3,888+52.9% | $3,358+77.1% |
| Admin fee / account holder | $262 | $1,428-81.7% | $5,065-94.8% | $3,203-91.8% |