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| Provider | Service type | Compensation |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INSURACE AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $75,693 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 13 · EIN 26-0058143 ATTN FINANCE DEPT 4208 SIX FORKS RD · RALEIGH, NC 270695734 | Contract Administrator | $10,371 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,275 | $65,960-38.9% | $81,882-50.8% | $77,762-48.2% |
| Participation rate | 97.5% | 65.8%+31.8pp | 72.4%+25.2pp | 70.6%+27.0pp |
| Annual return | 12.13% | 26.64%-14.5pp | 779.47%-767.3pp | 31.27%-19.1pp |
| Employer contribution / active EE | $1,473 | $2,375-38.0% | $2,916-49.5% | $2,728-46.0% |
| Participant deferral / active EE | $3,517 | $3,505+0.3% | $4,323-18.7% | $4,651-24.4% |
| Admin fee / account holder | $106 | $526-79.9% | $7,360-98.6% | $433-75.6% |