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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 13 · EIN 47-1411118 | Contract Administrator | $88,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,865 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,019 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,865 | $113,568+33.7% | $67,561+124.8% | $199,921-24.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 15.17% | 15.88%-0.7pp | 3525.44%-3510.3pp | 34.28%-19.1pp |
| Employer contribution / active EE | $10,829 | $3,409+217.7% | $2,735+296.0% | $3,035+256.8% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,003-100.0% | $5,089-100.0% |
| Admin fee / account holder | $27 | $102-73.2% | $4,006-99.3% | $269-89.8% |