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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,875 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,812 |
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 | $87,987 | $58,258+51.0% | $81,820+7.5% | $80,925+8.7% |
| Participation rate | 95.8% | 63.5%+32.3pp | 72.4%+23.4pp | 67.7%+28.1pp |
| Annual return | 11.37% | 41.76%-30.4pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,808 | $2,345+19.7% | $2,915-3.7% | $2,756+1.9% |
| Participant deferral / active EE | $4,883 | $3,284+48.7% | $4,323+13.0% | $4,299+13.6% |
| Admin fee / account holder | $71 | $4,976-98.6% | $7,391-99.0% | $6,940-99.0% |