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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 MAZARS, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,516 | $67,984+156.7% | $65,493+166.5% | $74,304+134.9% |
| Participation rate | 93.4% | 66.3%+27.1pp | 73.1%+20.3pp | 60.3%+33.0pp |
| Annual return | 10.37% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $574 | $2,491-77.0% | $2,574-77.7% | $2,241-74.4% |
| Participant deferral / active EE | $4,586 | $3,346+37.0% | $3,961+15.8% | $3,767+21.7% |
| Admin fee / account holder | $213 | $1,373-84.5% | $5,028-95.8% | $2,969-92.8% |