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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,851 |
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,435 | $65,434+42.8% | $98,483-5.1% | $85,847+8.8% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.9pp | 69.3%+23.9pp |
| Annual return | 12.41% | 21.75%-9.3pp | 1494.38%-1482.0pp | 318.61%-306.2pp |
| Employer contribution / active EE | $2,194 | $2,169+1.2% | $2,961-25.9% | $2,565-14.5% |
| Participant deferral / active EE | $4,927 | $3,168+55.5% | $4,276+15.2% | $3,952+24.7% |
| Admin fee / account holder | $55 | $4,595-98.8% | $5,953-99.1% | $6,261-99.1% |