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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 | $65,084+39.3% | $67,681+33.9% | $64,340+40.9% |
| Participation rate | 95.1% | 66.7%+28.4pp | 73.7%+21.4pp | 55.2%+39.9pp |
| Annual return | 9.91% | 20.50%-10.6pp | 590.58%-580.7pp | 24.14%-14.2pp |
| Employer contribution / active EE | $1,919 | $2,398-20.0% | $2,678-28.3% | $1,862+3.1% |
| Participant deferral / active EE | $3,241 | $3,210+0.9% | $3,976-18.5% | $2,980+8.7% |
| Admin fee / account holder | $1 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |