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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $50,744 |
AEGIS RETIREMENT PARTNERS9 years Service code 13 · EIN 81-5017344 12 POND LANE · CONCORD, MA 01742 | Contract Administrator | $49,629 |
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 | $74,834 | $93,351-19.8% | $62,929+18.9% | $79,634-6.0% |
| Participation rate | 48.7% | 74.6%-25.9pp | 73.1%-24.4pp | 62.5%-13.8pp |
| Annual return | 15.88% | 14.37%+1.5pp | 1063.93%-1048.0pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,383 | $3,135-55.9% | $2,505-44.8% | $2,529-45.3% |
| Participant deferral / active EE | $2,733 | $3,921-30.3% | $3,888-29.7% | $3,835-28.7% |
| Admin fee / account holder | $230 | $229+0.5% | $5,065-95.5% | $1,002-77.0% |