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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,473 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $36,477 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,067 | $83,884+9.8% | $64,101+43.6% | $74,460+23.6% |
| Participation rate | 91.2% | 76.6%+14.6pp | 72.3%+18.9pp | 70.7%+20.5pp |
| Annual return | 14.39% | 16.57%-2.2pp | 33.72%-19.3pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,032 | $3,084-1.7% | $2,749+10.3% | $2,638+14.9% |
| Participant deferral / active EE | $5,862 | $3,692+58.8% | $3,881+51.0% | $4,530+29.4% |
| Admin fee / account holder | $155 | $196-20.8% | $3,070-94.9% | $348-55.3% |