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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,130 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $40,131 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,275 | $69,774+29.4% | $67,561+33.6% | $74,429+21.3% |
| Participation rate | 97.4% | 71.4%+26.1pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 18.72% | -40.53%+59.2pp | 3525.44%-3506.7pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $3,430 | $2,710+26.6% | $2,735+25.4% | $2,625+30.7% |
| Participant deferral / active EE | $5,844 | $3,636+60.7% | $4,003+46.0% | $4,348+34.4% |
| Admin fee / account holder | $237 | $890-73.4% | $4,006-94.1% | $1,944-87.8% |