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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $37,552 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $17,713 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,205 | $65,322-47.6% | $70,476-51.5% | $73,493-53.5% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 14.87% | 15.71%-0.8pp | 109.12%-94.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,127 | $2,460+27.1% | $2,738+14.2% | $2,270+37.7% |
| Participant deferral / active EE | $4,010 | $3,375+18.8% | $3,710+8.1% | $3,740+7.2% |
| Admin fee / account holder | $219 | $214+2.5% | $3,847-94.3% | $513-57.3% |