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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $28,394 |
LPL FINANCIAL5 years Service code 17 · EIN 04-3046611 | Pension Consulting | $27,880 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,402 | $65,582-50.6% | $64,099-49.4% | $71,495-54.7% |
| Participation rate | 71.1% | 73.2%-2.1pp | 72.3%-1.2pp | 67.9%+3.2pp |
| Annual return | 0.94% | 18.96%-18.0pp | 33.70%-32.8pp | 28.85%-27.9pp |
| Employer contribution / active EE | $1,590 | $2,671-40.5% | $2,748-42.1% | $2,589-38.6% |
| Participant deferral / active EE | $779 | $3,628-78.5% | $3,881-79.9% | $4,291-81.8% |
| Admin fee / account holder | $169 | $616-72.6% | $3,070-94.5% | $1,588-89.4% |