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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 | $86,795+39.6% | $67,681+79.0% | $64,728+87.2% |
| Participation rate | 96.3% | 71.7%+24.6pp | 73.7%+22.6pp | 57.9%+38.4pp |
| Annual return | 11.82% | 12.58%-0.8pp | 590.58%-578.8pp | 49.38%-37.6pp |
| Employer contribution / active EE | $4,237 | $2,837+49.3% | $2,678+58.2% | $2,243+88.9% |
| Participant deferral / active EE | $8,445 | $3,430+146.3% | $3,976+112.4% | $2,729+209.4% |
| Admin fee / account holder | $170 | $238-28.8% | $6,100-97.2% | $1,145-85.2% |