Filed April 24, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $24,724 |
Service code 15 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Recordkeeping | $16,748 |
Filed as: THE CONCORD ADVISORY GROUP, LTD Service code 26 · EIN 22-3039644 2305 CHURCH ROAD · GLENSIDE, PA 190383207 | Advisory (Participants) | $10,000 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $9,165 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,205 | $50,919-26.9% | $155,556-76.1% | $77,762-52.2% |
| Participation rate | 87.5% | 63.1%+24.4pp | 78.2%+9.2pp | 70.6%+16.9pp |
| Annual return | 12.56% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $1,036 | $1,991-48.0% | $4,675-77.9% | $2,728-62.0% |
| Participant deferral / active EE | $4,949 | $2,824+75.2% | $5,631-12.1% | $4,651+6.4% |
| Admin fee / account holder | $48 | $437-89.0% | $15,885-99.7% | $433-88.9% |