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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $51,437 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $30,000 |
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 | $121,161 | $93,351+29.8% | $62,929+92.5% | $79,634+52.1% |
| Participation rate | 96.3% | 74.6%+21.7pp | 73.1%+23.2pp | 62.5%+33.8pp |
| Annual return | 11.82% | 14.37%-2.5pp | 1063.93%-1052.1pp | 36.46%-24.6pp |
| Employer contribution / active EE | $4,237 | $3,135+35.2% | $2,505+69.2% | $2,529+67.5% |
| Participant deferral / active EE | $8,445 | $3,921+115.4% | $3,888+117.2% | $3,835+120.2% |
| Admin fee / account holder | $170 | $229-26.0% | $5,065-96.7% | $1,002-83.1% |