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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,376 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $20,355 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,688 | $84,948+0.9% | $70,494+21.6% | $73,412+16.7% |
| Participation rate | 92.9% | 79.9%+13.0pp | 75.1%+17.8pp | 72.2%+20.7pp |
| Annual return | 12.26% | 13.39%-1.1pp | 109.16%-96.9pp | 59.30%-47.0pp |
| Employer contribution / active EE | $2,348 | $2,834-17.1% | $2,738-14.2% | $2,234+5.1% |
| Participant deferral / active EE | $4,250 | $3,387+25.5% | $3,711+14.5% | $3,806+11.7% |
| Admin fee / account holder | $148 | $98+51.2% | $3,848-96.1% | $158-6.0% |