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| Provider | Service type | Compensation |
|---|---|---|
UNIVERSITY OF MOUNT UNION2 years Service code 51 · EIN 34-0714687 | Investment Mgmt Fees | $38,042 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,466 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,480 | $94,833+21.8% | $75,714+52.5% | $86,821+33.0% |
| Participation rate | 92.9% | 79.1%+13.8pp | 74.8%+18.0pp | 72.3%+20.6pp |
| Annual return | 11.92% | 16.91%-5.0pp | 104.62%-92.7pp | 97.94%-86.0pp |
| Employer contribution / active EE | $5,484 | $2,904+88.8% | $2,744+99.9% | $2,406+127.9% |
| Participant deferral / active EE | $2,173 | $3,632-40.2% | $3,820-43.1% | $4,132-47.4% |
| Admin fee / account holder | $67 | $109-38.8% | $3,619-98.2% | $170-60.8% |