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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $31,664 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $14,931 |
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 | $30,338 | $60,795-50.1% | $69,461-56.3% | $65,185-53.5% |
| Participation rate | 99.3% | 74.9%+24.4pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 21.73% | 17.46%+4.3pp | 28.97%-7.2pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,359 | $2,452+37.0% | $2,779+20.8% | $2,177+54.3% |
| Participant deferral / active EE | $4,129 | $3,162+30.6% | $3,536+16.8% | $3,514+17.5% |
| Admin fee / account holder | $206 | $314-34.3% | $3,840-94.6% | $847-75.7% |