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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 | $64,705-37.7% | $62,929-35.9% | $67,986-40.7% |
| Participation rate | 70.5% | 65.6%+4.9pp | 73.1%-2.6pp | 57.2%+13.3pp |
| Annual return | 9.69% | 20.31%-10.6pp | 1063.93%-1054.2pp | 31.67%-22.0pp |
| Employer contribution / active EE | $1,695 | $2,376-28.6% | $2,505-32.3% | $2,019-16.0% |
| Participant deferral / active EE | $1,188 | $3,198-62.8% | $3,888-69.4% | $3,358-64.6% |
| Admin fee / account holder | $196 | $1,428-86.3% | $5,065-96.1% | $3,203-93.9% |