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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $14,847 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HIGHWAY B-60 · SAN RAFAEL, CA 94903 | Investment Management | $14,141 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,511 | $48,327+120.4% | $67,575+57.6% | $80,935+31.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.93% | 18.31%-4.4pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $4,210 | $2,022+108.2% | $2,736+53.9% | $2,757+52.7% |
| Participant deferral / active EE | $3,607 | $2,927+23.2% | $4,003-9.9% | $4,299-16.1% |
| Admin fee / account holder | $156 | $3,692-95.8% | $3,993-96.1% | $6,924-97.7% |