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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $25,967 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 949032121 | Investment Management | $20,288 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,717 | $52,450-26.2% | $129,397-70.1% | $74,429-48.0% |
| Participation rate | 81.4% | 53.8%+27.6pp | 69.6%+11.8pp | 67.2%+14.2pp |
| Annual return | 12.23% | 15.65%-3.4pp | 9453.98%-9441.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,134 | $1,532+39.3% | $4,154-48.6% | $2,625-18.7% |
| Participant deferral / active EE | $2,748 | $2,797-1.8% | $4,167-34.1% | $4,348-36.8% |
| Admin fee / account holder | $96 | $2,636-96.4% | $7,679-98.8% | $1,944-95.1% |