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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $550 |
Filed as: REF INVESTMENT MANAGEMENT, LLC Service code 52 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 10017 | Indirect Investment Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,646 | $65,072+39.3% | $66,439+36.4% | $65,306+38.8% |
| Participation rate | 95.1% | 69.1%+26.0pp | 74.5%+20.6pp | 57.7%+37.4pp |
| Annual return | 9.91% | 21.50%-11.6pp | 757.66%-747.8pp | 21.94%-12.0pp |
| Employer contribution / active EE | $1,919 | $2,475-22.5% | $2,637-27.2% | $1,967-2.4% |
| Participant deferral / active EE | $3,241 | $3,234+0.2% | $3,876-16.4% | $2,959+9.5% |
| Admin fee / account holder | $1 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |