Filed May 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $12,022 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 11312 DEAD RIVER ROAD · TAVARES, FL 32778 | Advisory (Plan) | $10,929 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,842 | $42,901-84.1% | $91,227-92.5% | $64,824-89.4% |
| Participation rate | 95.7% | 68.1%+27.6pp | 73.2%+22.5pp | 71.5%+24.2pp |
| Annual return | -15.00% | -13.53%-1.5pp | 114.14%-129.1pp | 32.84%-47.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,475 | $3,501-57.9% | $4,234-65.2% | $4,311-65.8% |
| Admin fee / account holder | $70 | $131-46.5% | $5,423-98.7% | $188-62.6% |