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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $32,008 |
LPL FINANCIAL7 years Service code 17 · EIN 04-3046611 | Pension Consulting | $29,880 |
Annual investment return 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 | $40,323 | $65,084-38.0% | $67,681-40.4% | $64,340-37.3% |
| Participation rate | 70.5% | 66.7%+3.8pp | 73.7%-3.2pp | 55.2%+15.3pp |
| Annual return | 9.69% | 20.50%-10.8pp | 590.58%-580.9pp | 24.14%-14.4pp |
| Employer contribution / active EE | $1,695 | $2,398-29.3% | $2,678-36.7% | $1,862-8.9% |
| Participant deferral / active EE | $1,188 | $3,210-63.0% | $3,976-70.1% | $2,980-60.1% |
| Admin fee / account holder | $196 | $1,415-86.2% | $6,100-96.8% | $3,703-94.7% |