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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 | $84,045+44.2% | $77,361+56.6% | $69,255+74.9% |
| Participation rate | 96.3% | 71.8%+24.5pp | 75.0%+21.3pp | 69.0%+27.3pp |
| Annual return | 11.82% | 12.46%-0.6pp | 1011.54%-999.7pp | 26.73%-14.9pp |
| Employer contribution / active EE | $4,237 | $2,954+43.4% | $2,990+41.7% | $2,645+60.2% |
| Participant deferral / active EE | $8,445 | $3,349+152.2% | $3,911+115.9% | $2,890+192.2% |
| Admin fee / account holder | $170 | $239-29.0% | $5,894-97.1% | $733-76.9% |