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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 13 · EIN 47-1411118 | Contract Administrator | $40,000 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $26,630 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $18,922 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
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 | $143,473 | $204,517-29.8% | $69,480+106.5% | $77,775+84.5% |
| Participation rate | 74.3% | 74.6%-0.3pp | 74.6%-0.3pp | 73.2%+1.1pp |
| Annual return | 20.72% | 22.10%-1.4pp | 28.99%-8.3pp | 32.58%-11.9pp |
| Employer contribution / active EE | $8,137 | $3,548+129.4% | $2,780+192.7% | $2,504+225.0% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |