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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $21,478 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $14,515 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,679 | $45,602-28.3% | $117,533-72.2% | $66,938-51.2% |
| Participation rate | 99.1% | 57.6%+41.5pp | 70.6%+28.5pp | 69.8%+29.3pp |
| Annual return | -13.64% | -16.74%+3.1pp | 29.77%-43.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,098 | $1,579+96.2% | $4,179-25.9% | $2,545+21.7% |
| Participant deferral / active EE | $4,648 | $2,845+63.4% | $4,072+14.1% | $4,238+9.7% |
| Admin fee / account holder | $80 | $661-87.9% | $5,647-98.6% | $594-86.5% |