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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS & ANNUIT ASSOC Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $17,185 |
Filed as: RAYMOND JAMES FINAN. SERVICES Service code 15 · EIN 59-1531281 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 337161102 | Recordkeeping | $15,306 |
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 | $63,892 | $58,888+8.5% | $178,499-64.2% | $73,493-13.1% |
| Participation rate | 85.6% | 66.2%+19.4pp | 81.9%+3.7pp | 70.7%+14.9pp |
| Annual return | 13.49% | 24.86%-11.4pp | 151.10%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,564 | $2,236+14.7% | $5,011-48.8% | $2,270+13.0% |
| Participant deferral / active EE | $4,937 | $2,568+92.3% | $5,202-5.1% | $3,740+32.0% |
| Admin fee / account holder | $150 | $400-62.6% | $13,986-98.9% | $513-70.8% |