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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $48,966 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $45,000 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $8,109 |
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 | $72,003 | $79,151-9.0% | $60,919+18.2% | $64,824+11.1% |
| Participation rate | 95.0% | 77.7%+17.3pp | 73.1%+21.9pp | 71.5%+23.5pp |
| Annual return | -12.66% | -7.12%-5.5pp | 16.96%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $3,244 | $3,052+6.3% | $2,704+20.0% | $2,507+29.4% |
| Participant deferral / active EE | $6,493 | $3,727+74.2% | $3,814+70.2% | $4,311+50.6% |
| Admin fee / account holder | $182 | $106+72.0% | $3,228-94.4% | $188-3.2% |