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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,431 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $46,124 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $65,084+50.8% | $67,681+45.0% | $64,340+52.6% |
| Participation rate | 98.6% | 66.7%+31.8pp | 73.7%+24.9pp | 55.2%+43.3pp |
| Annual return | 12.29% | 20.50%-8.2pp | 590.58%-578.3pp | 24.14%-11.9pp |
| Employer contribution / active EE | $3,391 | $2,398+41.4% | $2,678+26.6% | $1,862+82.1% |
| Participant deferral / active EE | $5,946 | $3,210+85.2% | $3,976+49.6% | $2,980+99.5% |
| Admin fee / account holder | $262 | $1,415-81.5% | $6,100-95.7% | $3,703-92.9% |