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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $6,028 |
TIAA3 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $964 |
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 | $39,996 | $44,221-9.6% | $121,220-67.0% | $56,289-28.9% |
| Participation rate | 90.4% | 61.1%+29.3pp | 71.8%+18.6pp | 69.9%+20.5pp |
| Annual return | -3.93% | -3.58%-0.4pp | 16.94%-20.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,262 | $1,480+52.8% | $4,023-43.8% | $2,111+7.1% |
| Participant deferral / active EE | $2,990 | $2,521+18.6% | $3,345-10.6% | $3,350-10.8% |
| Admin fee / account holder | $22 | $480-95.5% | $5,021-99.6% | $521-95.8% |