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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 | $93,351+65.8% | $62,929+145.9% | $79,634+94.3% |
| Participation rate | 97.8% | 74.6%+23.2pp | 73.1%+24.7pp | 62.5%+35.3pp |
| Annual return | 10.13% | 14.37%-4.2pp | 1063.93%-1053.8pp | 36.46%-26.3pp |
| Employer contribution / active EE | $4,182 | $3,135+33.4% | $2,505+67.0% | $2,529+65.3% |
| Participant deferral / active EE | $5,858 | $3,921+49.4% | $3,888+50.6% | $3,835+52.8% |
| Admin fee / account holder | $203 | $229-11.2% | $5,065-96.0% | $1,002-79.7% |