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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,983 | $48,795+152.0% | $65,493+87.8% | $84,808+45.0% |
| Participation rate | 24.3% | 67.0%-42.7pp | 73.1%-48.8pp | 68.3%-44.0pp |
| Annual return | -31.81% | 20.20%-52.0pp | 982.45%-1014.3pp | 40.90%-72.7pp |
| Employer contribution / active EE | $3,551 | $1,930+84.0% | $2,574+38.0% | $2,631+35.0% |
| Participant deferral / active EE | $2,542 | $2,928-13.2% | $3,961-35.8% | $4,212-39.6% |
| Admin fee / account holder | $282 | $3,877-92.7% | $5,028-94.4% | $7,344-96.2% |