Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,937 |
TIAA4 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,444 |
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 | $83,417 | $57,305+45.6% | $86,640-3.7% | $75,173+11.0% |
| Participation rate | 96.5% | 63.2%+33.3pp | 71.7%+24.8pp | 67.2%+29.3pp |
| Annual return | 13.74% | 2674.24%-2660.5pp | 592.52%-578.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $2,873 | $2,316+24.0% | $3,024-5.0% | $2,671+7.6% |
| Participant deferral / active EE | $5,154 | $3,320+55.3% | $4,438+16.1% | $4,126+24.9% |
| Admin fee / account holder | $76 | $4,116-98.1% | $5,616-98.6% | $5,651-98.6% |