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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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,084+168.1% | $67,681+157.8% | $64,340+171.2% |
| Participation rate | 93.4% | 66.7%+26.7pp | 73.7%+19.7pp | 55.2%+38.1pp |
| Annual return | 10.37% | 20.50%-10.1pp | 590.58%-580.2pp | 24.14%-13.8pp |
| Employer contribution / active EE | $574 | $2,398-76.1% | $2,678-78.6% | $1,862-69.2% |
| Participant deferral / active EE | $4,586 | $3,210+42.8% | $3,976+15.3% | $2,980+53.9% |
| Admin fee / account holder | $213 | $1,415-85.0% | $6,100-96.5% | $3,703-94.3% |