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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $16,796 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $15,465 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $61,052-39.4% | $142,874-74.1% | $79,393-53.4% |
| Participation rate | 86.4% | 60.1%+26.3pp | 72.0%+14.5pp | 70.7%+15.7pp |
| Annual return | 12.28% | 16.02%-3.7pp | 5638.58%-5626.3pp | 116.87%-104.6pp |
| Employer contribution / active EE | $1,710 | $1,481+15.5% | $4,145-58.8% | $2,428-29.6% |
| Participant deferral / active EE | $2,248 | $2,879-21.9% | $3,838-41.4% | $4,046-44.4% |
| Admin fee / account holder | $69 | $659-89.5% | $6,561-98.9% | $627-88.9% |