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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 17 · EIN 04-3046611 | Pension Consulting | $29,407 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $22,396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,668 | $65,322-48.5% | $70,449-52.2% | $73,488-54.2% |
| Participation rate | 86.6% | 77.0%+9.6pp | 75.1%+11.5pp | 70.7%+15.9pp |
| Annual return | 6.65% | 15.71%-9.1pp | 109.03%-102.4pp | 28.51%-21.9pp |
| Employer contribution / active EE | $2,768 | $2,460+12.5% | $2,737+1.2% | $2,270+21.9% |
| Participant deferral / active EE | $878 | $3,375-74.0% | $3,709-76.3% | $3,740-76.5% |
| Admin fee / account holder | $136 | $214-36.6% | $3,845-96.5% | $513-73.6% |