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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $13,141 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $572 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,362 | $60,989-24.0% | $60,919-23.9% | $66,949-30.7% |
| Participation rate | 95.5% | 74.5%+21.0pp | 73.1%+22.4pp | 69.8%+25.7pp |
| Annual return | -12.71% | -9.60%-3.1pp | 16.96%-29.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $914 | $2,661-65.6% | $2,704-66.2% | $2,545-64.1% |
| Participant deferral / active EE | $2,687 | $3,615-25.7% | $3,814-29.5% | $4,239-36.6% |
| Admin fee / account holder | $37 | $338-89.1% | $3,228-98.9% | $594-93.8% |