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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $25,871 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $12,187 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,058 | $55,002-56.3% | $59,887-59.8% | $56,287-57.3% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | -7.55% | 1.13%-8.7pp | 3.46%-11.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,151 | $2,448+28.7% | $2,722+15.8% | $2,111+49.3% |
| Participant deferral / active EE | $3,680 | $3,121+17.9% | $3,402+8.2% | $3,350+9.9% |
| Admin fee / account holder | $187 | $236-20.9% | $3,591-94.8% | $521-64.2% |