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| Provider | Service type | Compensation |
|---|---|---|
UNIVERSITY OF MOUNT UNION3 years Service code 51 · EIN 34-0714687 | Investment Mgmt Fees | $41,459 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $17,826 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,901 | $79,124+30.1% | $60,899+69.0% | $64,814+58.8% |
| Participation rate | 85.4% | 77.7%+7.7pp | 73.1%+12.3pp | 71.5%+13.9pp |
| Annual return | -11.02% | -7.13%-3.9pp | 16.92%-27.9pp | 32.84%-43.9pp |
| Employer contribution / active EE | $5,101 | $3,050+67.3% | $2,702+88.8% | $2,507+103.5% |
| Participant deferral / active EE | $1,988 | $3,725-46.6% | $3,817-47.9% | $4,310-53.9% |
| Admin fee / account holder | $182 | $106+72.3% | $3,225-94.4% | $188-3.0% |