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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 | $9,338 |
TIAA5 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $1,934 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,523 | $53,901-30.4% | $134,162-72.0% | $73,497-48.9% |
| Participation rate | 98.2% | 62.8%+35.4pp | 72.2%+26.0pp | 70.7%+27.5pp |
| Annual return | 13.03% | 15.82%-2.8pp | 36.35%-23.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,656 | $1,458+82.2% | $3,705-28.3% | $2,270+17.0% |
| Participant deferral / active EE | $4,438 | $2,739+62.0% | $3,500+26.8% | $3,740+18.7% |
| Admin fee / account holder | $32 | $581-94.6% | $6,685-99.5% | $513-93.8% |