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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) | $23,860 |
Filed as: RAYMOND JAMES FINAN. SERVICES Service code 15 · EIN 59-1531281 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 337161102 | Recordkeeping | $22,591 |
JAMES M MOYNA CPA PC1 year Filed as: JAMES M. MOYNA, CPA PC Service code 10 · EIN 47-2940358 872 S. MILWAUKEE AVENUE - STE 124 · LIBERTYVILLE, IL 600483227 | Accounting | $12,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 17 · EIN 27-2037696 1350 · WALNUT CREEK, CA 945977959 | Pension Consulting | $6,160 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,939 | $65,092+7.4% | $143,799-51.4% | $66,938+4.5% |
| Participation rate | 87.9% | 65.2%+22.7pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | 1.42% | -11.14%+12.6pp | -0.04%+1.5pp | 1.58%-0.2pp |
| Employer contribution / active EE | $2,578 | $2,362+9.2% | $4,952-47.9% | $2,545+1.3% |
| Participant deferral / active EE | $5,012 | $2,920+71.6% | $5,638-11.1% | $4,238+18.3% |
| Admin fee / account holder | $233 | $502-53.6% | $14,677-98.4% | $594-60.7% |