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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,046 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $31,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,364 | $60,989+40.0% | $60,919+40.1% | $66,949+27.5% |
| Participation rate | 88.8% | 74.5%+14.3pp | 73.1%+15.7pp | 69.8%+19.0pp |
| Annual return | -12.29% | -9.60%-2.7pp | 16.96%-29.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $2,998 | $2,661+12.7% | $2,704+10.9% | $2,545+17.8% |
| Participant deferral / active EE | $5,565 | $3,615+54.0% | $3,814+45.9% | $4,239+31.3% |
| Admin fee / account holder | $169 | $338-49.9% | $3,228-94.8% | $594-71.5% |