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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 | $47,479+159.0% | $62,929+95.4% | $82,448+49.2% |
| Participation rate | 24.3% | 66.9%-42.5pp | 73.1%-48.8pp | 68.1%-43.7pp |
| Annual return | -31.81% | 20.34%-52.2pp | 1063.93%-1095.7pp | 41.64%-73.5pp |
| Employer contribution / active EE | $3,551 | $1,885+88.4% | $2,505+41.8% | $2,551+39.2% |
| Participant deferral / active EE | $2,542 | $2,870-11.4% | $3,888-34.6% | $4,139-38.6% |
| Admin fee / account holder | $282 | $3,804-92.6% | $5,065-94.4% | $7,234-96.1% |