Filed May 29, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,152 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,402 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,507 | $52,090-93.3% | $95,759-96.3% | $80,169-95.6% |
| Participation rate | 99.4% | 67.0%+32.4pp | 72.3%+27.2pp | 72.9%+26.5pp |
| Annual return | 259.35% | 23.29%+236.1pp | 28.42%+230.9pp | 40.39%+219.0pp |
| Employer contribution / active EE | $910 | $1,548-41.2% | $2,836-67.9% | $2,978-69.4% |
| Participant deferral / active EE | $1,096 | $3,266-66.4% | $4,244-74.2% | $5,016-78.1% |
| Admin fee / account holder | $10 | $96-90.0% | $5,678-99.8% | $145-93.4% |