Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BFP ASSOCIATES, INC.3 years Service code 15 · EIN 45-3996387 110 ELM STREET · WEST SPRINGFIELD, MA 01089 | Recordkeeping | $16,344 |
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $700 |
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 | $75,996 | $83,884-9.4% | $64,101+18.6% | $74,460+2.1% |
| Participation rate | 52.7% | 76.6%-24.0pp | 72.3%-19.7pp | 70.7%-18.1pp |
| Annual return | 14.90% | 16.57%-1.7pp | 33.72%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,164 | $3,084-62.3% | $2,749-57.7% | $2,638-55.9% |
| Participant deferral / active EE | $2,159 | $3,692-41.5% | $3,881-44.4% | $4,530-52.3% |
| Admin fee / account holder | $40 | $196-79.8% | $3,070-98.7% | $348-88.6% |