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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,668 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $26,604 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,906 | $74,706+32.4% | $75,714+30.6% | $79,391+24.6% |
| Participation rate | 90.8% | 75.3%+15.4pp | 74.8%+15.9pp | 70.7%+20.1pp |
| Annual return | 12.21% | 18.52%-6.3pp | 104.62%-92.4pp | 116.88%-104.7pp |
| Employer contribution / active EE | $3,440 | $2,590+32.8% | $2,744+25.4% | $2,428+41.7% |
| Participant deferral / active EE | $6,255 | $3,533+77.0% | $3,820+63.7% | $4,046+54.6% |
| Admin fee / account holder | $200 | $374-46.6% | $3,619-94.5% | $627-68.1% |