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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,867 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $34,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,509 | $83,884-5.2% | $64,056+24.1% | $74,419+6.8% |
| Participation rate | 66.5% | 76.6%-10.1pp | 72.3%-5.8pp | 70.7%-4.2pp |
| Annual return | 10.79% | 16.57%-5.8pp | 33.69%-22.9pp | 34.38%-23.6pp |
| Employer contribution / active EE | $2,338 | $3,084-24.2% | $2,747-14.9% | $2,637-11.4% |
| Participant deferral / active EE | $3,708 | $3,692+0.4% | $3,880-4.4% | $4,528-18.1% |
| Admin fee / account holder | $203 | $196+3.5% | $3,068-93.4% | $348-41.6% |