Filed May 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,696 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 11312 DEAD RIVER ROAD · TAVARES, FL 32778 | Advisory (Plan) | $5,171 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,520 | $45,825-83.6% | $90,657-91.7% | $56,289-86.6% |
| Participation rate | 90.3% | 66.7%+23.6pp | 74.0%+16.2pp | 69.9%+20.4pp |
| Annual return | -1.10% | 38.64%-39.7pp | 1.89%-3.0pp | -9.96%+8.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,989 | $2,562-22.4% | $3,424-41.9% | $3,350-40.6% |
| Admin fee / account holder | $86 | $413-79.1% | $4,994-98.3% | $521-83.4% |