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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $46,569 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | 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 | $85,680 | $94,833-9.7% | $75,714+13.2% | $86,821-1.3% |
| Participation rate | 95.4% | 79.1%+16.3pp | 74.8%+20.5pp | 72.3%+23.1pp |
| Annual return | 26.54% | 16.91%+9.6pp | 104.62%-78.1pp | 97.94%-71.4pp |
| Employer contribution / active EE | $2,870 | $2,904-1.2% | $2,744+4.6% | $2,406+19.3% |
| Participant deferral / active EE | $5,379 | $3,632+48.1% | $3,820+40.8% | $4,132+30.2% |
| Admin fee / account holder | $150 | $109+37.9% | $3,619-95.9% | $170-11.7% |