Filed May 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,481 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 11312 DEAD RIVER ROAD · TAVARES, FL 32778 | Advisory (Plan) | $7,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,912 | $55,122-87.5% | $104,639-93.4% | $73,497-90.6% |
| Participation rate | 97.3% | 67.7%+29.5pp | 74.1%+23.2pp | 70.7%+26.6pp |
| Annual return | 13.63% | 24.77%-11.1pp | 340.67%-327.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $928 | $2,919-68.2% | $3,738-75.2% | $3,740-75.2% |
| Admin fee / account holder | $62 | $423-85.3% | $6,465-99.0% | $513-87.9% |