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| Provider | Service type | Compensation |
|---|---|---|
AEGIS RETIREMENT PARTNERS3 years Service code 13 · EIN 81-5017344 86 BAKER AVE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $20,370 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $14,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,842 | $95,542-40.5% | $69,461-18.2% | $67,579-15.9% |
| Participation rate | 43.2% | 79.4%-36.2pp | 74.6%-31.4pp | 71.3%-28.1pp |
| Annual return | 19.72% | 17.67%+2.0pp | 28.97%-9.3pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,050 | $2,989-64.9% | $2,779-62.2% | $2,148-51.1% |
| Participant deferral / active EE | $1,709 | $3,263-47.6% | $3,536-51.7% | $3,539-51.7% |
| Admin fee / account holder | $97 | $90+7.8% | $3,840-97.5% | $142-31.9% |