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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $18,134 |
AEGIS RETIREMENT PARTNERS4 years Service code 13 · EIN 81-5017344 86 BAKER AVE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $17,941 |
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 | $62,027 | $84,948-27.0% | $70,476-12.0% | $73,412-15.5% |
| Participation rate | 43.9% | 79.9%-36.1pp | 75.1%-31.2pp | 72.2%-28.3pp |
| Annual return | 14.70% | 13.39%+1.3pp | 109.12%-94.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,259 | $2,834-55.6% | $2,738-54.0% | $2,234-43.6% |
| Participant deferral / active EE | $2,006 | $3,387-40.8% | $3,710-45.9% | $3,806-47.3% |
| Admin fee / account holder | $92 | $98-6.4% | $3,847-97.6% | $158-41.8% |