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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $24,953 |
Filed as: INVEST FINANCIAL Service code 17 · EIN 59-2195688 | Pension Consulting | $17,323 |
ONEIDA SAVINGS BANK1 year Filed as: ONEIDA WEALTH MANAGEMENT, INC. Service code 17 · EIN 22-2361254 | Pension Consulting | $15,478 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,674 | $55,002-42.4% | $59,887-47.1% | $56,287-43.7% |
| Participation rate | 84.2% | 75.9%+8.3pp | 74.7%+9.5pp | 69.9%+14.4pp |
| Annual return | 9.28% | 1.13%+8.1pp | 3.46%+5.8pp | -9.96%+19.2pp |
| Employer contribution / active EE | $2,598 | $2,448+6.1% | $2,722-4.6% | $2,111+23.1% |
| Participant deferral / active EE | $661 | $3,121-78.8% | $3,402-80.6% | $3,350-80.3% |
| Admin fee / account holder | $146 | $236-38.1% | $3,591-95.9% | $521-72.0% |