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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 | $50,554+143.3% | $67,681+81.7% | $87,485+40.6% |
| Participation rate | 24.3% | 67.7%-43.4pp | 73.7%-49.4pp | 68.9%-44.6pp |
| Annual return | -31.81% | 17.81%-49.6pp | 590.58%-622.4pp | 26.06%-57.9pp |
| Employer contribution / active EE | $3,551 | $1,988+78.6% | $2,678+32.6% | $2,596+36.8% |
| Participant deferral / active EE | $2,542 | $2,961-14.2% | $3,976-36.1% | $4,274-40.5% |
| Admin fee / account holder | $282 | $4,132-93.2% | $6,100-95.4% | $7,775-96.4% |