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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 | $51,184+140.3% | $66,439+85.1% | $86,983+41.4% |
| Participation rate | 24.3% | 68.5%-44.2pp | 74.5%-50.2pp | 69.5%-45.2pp |
| Annual return | -31.81% | 17.07%-48.9pp | 757.66%-789.5pp | 25.83%-57.6pp |
| Employer contribution / active EE | $3,551 | $2,023+75.6% | $2,637+34.7% | $2,584+37.4% |
| Participant deferral / active EE | $2,542 | $2,927-13.2% | $3,876-34.4% | $4,194-39.4% |
| Admin fee / account holder | $282 | $4,154-93.2% | $6,173-95.4% | $7,856-96.4% |