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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Filed as: TIAA (TEACHERS INS. & ANN. ASSOC.) Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $33,170 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL Service code 51 · EIN 43-0538770 501 N BROADWAY · SAINT LOUIS, MO 631022131 | Investment Mgmt Fees | $20,000 |
AMERICAN FUNDS6 years Service code 51 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Mgmt Fees | $0 |
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 | $135,114 | $69,774+93.6% | $67,575+99.9% | $74,459+81.5% |
| Participation rate | 89.5% | 71.4%+18.1pp | 72.9%+16.6pp | 67.2%+22.3pp |
| Annual return | 11.35% | -40.53%+51.9pp | 3528.98%-3517.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $3,343 | $2,710+23.4% | $2,736+22.2% | $2,626+27.3% |
| Participant deferral / active EE | $4,911 | $3,636+35.1% | $4,003+22.7% | $4,350+12.9% |
| Admin fee / account holder | $154 | $890-82.7% | $3,993-96.2% | $1,945-92.1% |