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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $61,199 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $38,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,931 | $64,705-13.6% | $62,929-11.1% | $67,986-17.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 18.19% | 20.31%-2.1pp | 1063.93%-1045.7pp | 31.67%-13.5pp |
| Employer contribution / active EE | $3,899 | $2,376+64.1% | $2,505+55.7% | $2,019+93.1% |
| Participant deferral / active EE | $4,857 | $3,198+51.9% | $3,888+24.9% | $3,358+44.6% |
| Admin fee / account holder | $326 | $1,428-77.1% | $5,065-93.6% | $3,203-89.8% |