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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,982 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $32,568 |
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 | $87,477 | $94,833-7.8% | $75,714+15.5% | $86,821+0.8% |
| Participation rate | 71.3% | 79.1%-7.8pp | 74.8%-3.6pp | 72.3%-1.0pp |
| Annual return | 23.08% | 16.91%+6.2pp | 104.62%-81.5pp | 97.94%-74.9pp |
| Employer contribution / active EE | $2,030 | $2,904-30.1% | $2,744-26.0% | $2,406-15.6% |
| Participant deferral / active EE | $3,471 | $3,632-4.4% | $3,820-9.1% | $4,132-16.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |