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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $21,605 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $16,049 |
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 | $35,653 | $48,432-26.4% | $121,204-70.6% | $71,511-50.1% |
| Participation rate | 83.1% | 54.3%+28.8pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | 14.59% | 23.28%-8.7pp | 987.18%-972.6pp | 28.86%-14.3pp |
| Employer contribution / active EE | $2,024 | $1,493+35.6% | $4,170-51.4% | $2,589-21.8% |
| Participant deferral / active EE | $2,796 | $2,756+1.5% | $4,083-31.5% | $4,291-34.8% |
| Admin fee / account holder | $83 | $1,845-95.5% | $5,651-98.5% | $1,588-94.8% |