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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $27,146 |
AEGIS RETIREMENT PARTNERS6 years Service code 13 · EIN 81-5017344 86 BAKER AVE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $27,042 |
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 | $45,625 | $79,124-42.3% | $60,899-25.1% | $64,814-29.6% |
| Participation rate | 62.5% | 77.7%-15.2pp | 73.1%-10.6pp | 71.5%-9.0pp |
| Annual return | -10.77% | -7.13%-3.6pp | 16.92%-27.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $2,262 | $3,050-25.8% | $2,702-16.3% | $2,507-9.8% |
| Participant deferral / active EE | $2,827 | $3,725-24.1% | $3,817-25.9% | $4,310-34.4% |
| Admin fee / account holder | $103 | $106-2.7% | $3,225-96.8% | $188-45.3% |