Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $26,175 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,969 |
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 | $74,052 | $55,002+34.6% | $59,899+23.6% | $56,289+31.6% |
| Participation rate | 95.2% | 75.9%+19.3pp | 74.7%+20.5pp | 69.9%+25.4pp |
| Annual return | 10.16% | 1.13%+9.0pp | 3.46%+6.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $2,816 | $2,448+15.0% | $2,723+3.4% | $2,111+33.4% |
| Participant deferral / active EE | $4,904 | $3,121+57.1% | $3,402+44.1% | $3,350+46.4% |
| Admin fee / account holder | $179 | $236-24.0% | $3,592-95.0% | $521-65.6% |