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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $51,349 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $32,142 |
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 | $44,907 | $69,774-35.6% | $67,575-33.5% | $74,459-39.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.64% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $3,493 | $2,710+28.9% | $2,736+27.7% | $2,626+33.0% |
| Participant deferral / active EE | $4,490 | $3,636+23.5% | $4,003+12.2% | $4,350+3.2% |
| Admin fee / account holder | $274 | $890-69.2% | $3,993-93.1% | $1,945-85.9% |