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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,323 | $67,984-40.7% | $65,493-38.4% | $74,304-45.7% |
| Participation rate | 70.5% | 66.3%+4.2pp | 73.1%-2.6pp | 60.3%+10.2pp |
| Annual return | 9.69% | 19.87%-10.2pp | 982.45%-972.8pp | 29.43%-19.7pp |
| Employer contribution / active EE | $1,695 | $2,491-31.9% | $2,574-34.1% | $2,241-24.4% |
| Participant deferral / active EE | $1,188 | $3,346-64.5% | $3,961-70.0% | $3,767-68.5% |
| Admin fee / account holder | $196 | $1,373-85.8% | $5,028-96.1% | $2,969-93.4% |