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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $32,327 |
Filed as: GLOBAL RETIREMENT PARTNERS LLC-H/O Service code 99 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Other Fees | $20,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Other Fees | $6,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,307 | $47,479+764.2% | $62,929+552.0% | $82,448+397.7% |
| Participation rate | 95.8% | 66.9%+29.0pp | 73.1%+22.7pp | 68.1%+27.8pp |
| Annual return | 16.16% | 20.34%-4.2pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $12,991 | $1,885+589.0% | $2,505+418.7% | $2,551+409.3% |
| Participant deferral / active EE | $10,807 | $2,870+276.5% | $3,888+177.9% | $4,139+161.1% |
| Admin fee / account holder | $521 | $3,804-86.3% | $5,065-89.7% | $7,234-92.8% |