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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 | $86,795+78.3% | $67,681+128.6% | $64,728+139.1% |
| Participation rate | 97.8% | 71.7%+26.2pp | 73.7%+24.1pp | 57.9%+39.9pp |
| Annual return | 10.13% | 12.58%-2.4pp | 590.58%-580.5pp | 49.38%-39.2pp |
| Employer contribution / active EE | $4,182 | $2,837+47.4% | $2,678+56.1% | $2,243+86.5% |
| Participant deferral / active EE | $5,858 | $3,430+70.8% | $3,976+47.3% | $2,729+114.6% |
| Admin fee / account holder | $203 | $238-14.6% | $6,100-96.7% | $1,145-82.2% |