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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,527 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $9,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,983 | $55,457+121.8% | $77,361+59.0% | $94,015+30.8% |
| Participation rate | 24.3% | 69.8%-45.5pp | 75.0%-50.6pp | 70.8%-46.5pp |
| Annual return | -31.81% | 15.57%-47.4pp | 1011.54%-1043.4pp | 17.84%-49.7pp |
| Employer contribution / active EE | $3,551 | $2,255+57.5% | $2,990+18.8% | $2,790+27.3% |
| Participant deferral / active EE | $2,542 | $3,069-17.2% | $3,911-35.0% | $4,249-40.2% |
| Admin fee / account holder | $282 | $4,334-93.5% | $5,894-95.2% | $8,951-96.8% |