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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $88,914 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $61,193 |
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $760 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,577 | $65,322+32.5% | $70,476+22.8% | $73,493+17.8% |
| Participation rate | 83.8% | 77.0%+6.9pp | 75.1%+8.8pp | 70.7%+13.1pp |
| Annual return | 19.34% | 15.71%+3.6pp | 109.12%-89.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $8,300 | $2,460+237.5% | $2,738+203.2% | $2,270+265.6% |
| Participant deferral / active EE | $6,867 | $3,375+103.5% | $3,710+85.1% | $3,740+83.6% |
| Admin fee / account holder | $11 | $214-95.1% | $3,847-99.7% | $513-97.9% |