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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $103,031 |
Service code 13 · EIN 47-1411118 | Contract Administrator | $13,462 |
Filed as: TRONCONI SEGARRA & ASSOICATES LLP Service code 10 · EIN 04-3728817 | Accounting | $9,450 |
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 | $154,732 | $84,045+84.1% | $77,361+100.0% | $69,255+123.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 75.0%+22.9pp | 69.0%+28.8pp |
| Annual return | 10.13% | 12.46%-2.3pp | 1011.54%-1001.4pp | 26.73%-16.6pp |
| Employer contribution / active EE | $4,182 | $2,954+41.5% | $2,990+39.9% | $2,645+58.1% |
| Participant deferral / active EE | $5,858 | $3,349+74.9% | $3,911+49.8% | $2,890+102.7% |
| Admin fee / account holder | $203 | $239-14.9% | $5,894-96.5% | $733-72.2% |