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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,732 | $96,018+61.1% | $65,493+136.3% | $85,563+80.8% |
| Participation rate | 97.8% | 74.8%+23.0pp | 73.1%+24.7pp | 66.0%+31.9pp |
| Annual return | 10.13% | 14.51%-4.4pp | 982.45%-972.3pp | 31.51%-21.4pp |
| Employer contribution / active EE | $4,182 | $3,235+29.3% | $2,574+62.4% | $2,654+57.6% |
| Participant deferral / active EE | $5,858 | $4,055+44.5% | $3,961+47.9% | $4,375+33.9% |
| Admin fee / account holder | $203 | $271-24.8% | $5,028-96.0% | $834-75.6% |