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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173205 | Recordkeeping | $48,116 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 4340 REDWOOD HIGHWAY #8-60 · SAN RAFAEL, CA 94903 | Trustee (individual) | $37,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,179 | $91,710+8.1% | $67,560+46.8% | $77,762+27.5% |
| Participation rate | 91.3% | 76.0%+15.3pp | 72.9%+18.4pp | 70.6%+20.7pp |
| Annual return | 12.22% | 14.88%-2.7pp | 3533.50%-3521.3pp | 31.27%-19.0pp |
| Employer contribution / active EE | $2,925 | $3,187-8.2% | $2,737+6.9% | $2,728+7.2% |
| Participant deferral / active EE | $5,405 | $3,911+38.2% | $4,004+35.0% | $4,651+16.2% |
| Admin fee / account holder | $167 | $245-31.9% | $3,994-95.8% | $433-61.5% |