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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $43,726 |
AEGIS RETIREMENT PARTNERS8 years Service code 13 · EIN 81-5017344 12 POND LANE · CONCORD, MA 01742 | Contract Administrator | $42,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,220 | $91,692-35.4% | $67,561-12.3% | $77,714-23.8% |
| Participation rate | 50.3% | 76.0%-25.7pp | 72.9%-22.6pp | 70.6%-20.2pp |
| Annual return | 13.12% | 14.88%-1.8pp | 3525.44%-3512.3pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,488 | $3,188-53.3% | $2,735-45.6% | $2,727-45.4% |
| Participant deferral / active EE | $2,836 | $3,912-27.5% | $4,003-29.1% | $4,649-39.0% |
| Admin fee / account holder | $180 | $245-26.5% | $4,006-95.5% | $433-58.5% |