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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 17 · EIN 04-3046611 | Pension Consulting | $38,076 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $32,478 |
Participant contribution per participant 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 | $34,530 | $60,989-43.4% | $60,906-43.3% | $66,938-48.4% |
| Participation rate | 72.1% | 74.5%-2.4pp | 73.1%-1.0pp | 69.8%+2.3pp |
| Annual return | -3.57% | -9.60%+6.0pp | 16.94%-20.5pp | 1.58%-5.2pp |
| Employer contribution / active EE | $2,171 | $2,661-18.4% | $2,703-19.7% | $2,545-14.7% |
| Participant deferral / active EE | $923 | $3,615-74.5% | $3,814-75.8% | $4,238-78.2% |
| Admin fee / account holder | $205 | $338-39.4% | $3,227-93.6% | $594-65.5% |