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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,227 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $26,151 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,598 | $60,795+17.8% | $69,455+3.1% | $65,185+9.8% |
| Participation rate | 81.6% | 74.9%+6.7pp | 74.6%+7.0pp | 70.2%+11.4pp |
| Annual return | 2.94% | 17.46%-14.5pp | 28.97%-26.0pp | 29.38%-26.4pp |
| Employer contribution / active EE | $2,324 | $2,452-5.2% | $2,779-16.4% | $2,177+6.8% |
| Participant deferral / active EE | $4,100 | $3,162+29.7% | $3,535+16.0% | $3,514+16.7% |
| Admin fee / account holder | $168 | $314-46.5% | $3,839-95.6% | $847-80.2% |