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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 | $79,151+30.0% | $60,919+68.9% | $64,824+58.7% |
| Participation rate | 85.4% | 77.7%+7.7pp | 73.1%+12.3pp | 71.5%+13.9pp |
| Annual return | -11.02% | -7.12%-3.9pp | 16.96%-28.0pp | 32.84%-43.9pp |
| Employer contribution / active EE | $5,101 | $3,052+67.1% | $2,704+88.7% | $2,507+103.5% |
| Participant deferral / active EE | $1,988 | $3,727-46.7% | $3,814-47.9% | $4,311-53.9% |
| Admin fee / account holder | $182 | $106+72.3% | $3,228-94.4% | $188-3.1% |