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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $17,135 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $17,000 |
CLEARSTEAD ADVISORS, LLC5 years Service code 14 · EIN 34-1597728 | Plan Administrator | $16,692 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,516 | $64,705+169.7% | $62,929+177.3% | $67,986+156.7% |
| Participation rate | 93.4% | 65.6%+27.8pp | 73.1%+20.3pp | 57.2%+36.2pp |
| Annual return | 10.37% | 20.31%-9.9pp | 1063.93%-1053.6pp | 31.67%-21.3pp |
| Employer contribution / active EE | $574 | $2,376-75.8% | $2,505-77.1% | $2,019-71.6% |
| Participant deferral / active EE | $4,586 | $3,198+43.4% | $3,888+17.9% | $3,358+36.6% |
| Admin fee / account holder | $213 | $1,428-85.1% | $5,065-95.8% | $3,203-93.4% |