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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $57,456 |
Service code 26 · EIN 47-3030907 6263 POPLAR AVE. · MEMPHIS, TN 381194701 | Advisory (Participants) | $51,914 |
Service code 14 · EIN 31-1772278 1740 RIDGEWAY RD. · MEMPHIS, TN 381195314 | Plan Administrator | $36,781 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $32,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,209 | $91,710-15.8% | $67,560+14.3% | $77,762-0.7% |
| Participation rate | 91.7% | 76.0%+15.7pp | 72.9%+18.8pp | 70.6%+21.1pp |
| Annual return | 28.67% | 14.88%+13.8pp | 3533.50%-3504.8pp | 31.27%-2.6pp |
| Employer contribution / active EE | $2,230 | $3,187-30.0% | $2,737-18.5% | $2,728-18.2% |
| Participant deferral / active EE | $3,007 | $3,911-23.1% | $4,004-24.9% | $4,651-35.3% |
| Admin fee / account holder | $150 | $245-38.8% | $3,994-96.2% | $433-65.4% |