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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $45,835 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $30,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,994 |
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 | $110,857 | $91,692+20.9% | $67,561+64.1% | $77,714+42.6% |
| Participation rate | 95.7% | 76.0%+19.7pp | 72.9%+22.8pp | 70.6%+25.2pp |
| Annual return | 14.96% | 14.88%+0.1pp | 3525.44%-3510.5pp | 31.26%-16.3pp |
| Employer contribution / active EE | $4,007 | $3,188+25.7% | $2,735+46.5% | $2,727+46.9% |
| Participant deferral / active EE | $7,615 | $3,912+94.7% | $4,003+90.2% | $4,649+63.8% |
| Admin fee / account holder | $163 | $245-33.5% | $4,006-95.9% | $433-62.5% |