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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $45,578 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 701 B ST FL 6 · SAN DIEGO, CA 921018156 | Contract Administrator | $27,078 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $809 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Filed as: METLIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,810 | $91,695-54.4% | $67,575-38.1% | $77,736-46.2% |
| Participation rate | 95.0% | 76.0%+18.9pp | 72.9%+22.0pp | 70.6%+24.4pp |
| Annual return | 12.85% | 14.88%-2.0pp | 3528.98%-3516.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $15 | $3,189-99.5% | $2,736-99.5% | $2,728-99.5% |
| Participant deferral / active EE | $3,313 | $3,912-15.3% | $4,003-17.2% | $4,651-28.8% |
| Admin fee / account holder | $112 | $245-54.1% | $3,993-97.2% | $433-74.1% |