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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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,594-40.3% | $77,361-47.9% | $69,733-42.2% |
| Participation rate | 70.5% | 71.7%-1.2pp | 75.0%-4.4pp | 62.5%+8.1pp |
| Annual return | 9.69% | 19.20%-9.5pp | 1011.54%-1001.8pp | 15.22%-5.5pp |
| Employer contribution / active EE | $1,695 | $2,649-36.0% | $2,990-43.3% | $2,250-24.7% |
| Participant deferral / active EE | $1,188 | $3,401-65.1% | $3,911-69.6% | $3,054-61.1% |
| Admin fee / account holder | $196 | $1,159-83.1% | $5,894-96.7% | $3,102-93.7% |