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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $36,020 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,428 | $84,948-13.6% | $70,494+4.2% | $73,4120% |
| Participation rate | 96.9% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.7pp |
| Annual return | 4.89% | 13.39%-8.5pp | 109.16%-104.3pp | 59.30%-54.4pp |
| Employer contribution / active EE | $2,974 | $2,834+4.9% | $2,738+8.6% | $2,234+33.1% |
| Participant deferral / active EE | $5,076 | $3,387+49.9% | $3,711+36.8% | $3,806+33.4% |
| Admin fee / account holder | $95 | $98-3.1% | $3,848-97.5% | $158-39.8% |