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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $26,682 |
LPL FINANCIAL1 year Service code 17 · EIN 04-3046611 | Pension Consulting | $17,918 |
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FINANCIAL Service code 17 · EIN 59-2195688 | Pension Consulting | $17,157 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,736 | $60,795-47.8% | $69,464-54.3% | $65,185-51.3% |
| Participation rate | 85.7% | 74.9%+10.9pp | 74.6%+11.1pp | 70.2%+15.5pp |
| Annual return | 1.43% | 17.46%-16.0pp | 28.98%-27.5pp | 29.38%-28.0pp |
| Employer contribution / active EE | $2,791 | $2,452+13.8% | $2,779+0.4% | $2,177+28.2% |
| Participant deferral / active EE | $880 | $3,162-72.2% | $3,536-75.1% | $3,514-75.0% |
| Admin fee / account holder | $160 | $314-49.1% | $3,840-95.8% | $847-81.2% |