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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-4826355 265 FRANKLIN STREET · BOSTON, MA 021103183 | Advisory (Plan) | $19,950 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $12,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,638 | $74,706+100.3% | $75,714+97.6% | $79,391+88.5% |
| Participation rate | 92.9% | 75.3%+17.5pp | 74.8%+18.0pp | 70.7%+22.1pp |
| Annual return | 12.88% | 18.52%-5.6pp | 104.62%-91.7pp | 116.88%-104.0pp |
| Employer contribution / active EE | $1,362 | $2,590-47.4% | $2,744-50.3% | $2,428-43.9% |
| Participant deferral / active EE | $5,261 | $3,533+48.9% | $3,820+37.7% | $4,046+30.0% |
| Admin fee / account holder | $141 | $374-62.3% | $3,619-96.1% | $627-77.4% |