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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $37,182 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $23,282 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,345 | $60,989-42.0% | $60,899-42.0% | $66,930-47.2% |
| Participation rate | 99.2% | 74.5%+24.7pp | 73.1%+26.1pp | 69.8%+29.4pp |
| Annual return | -15.93% | -9.60%-6.3pp | 16.92%-32.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $3,692 | $2,661+38.8% | $2,702+36.6% | $2,545+45.1% |
| Participant deferral / active EE | $4,822 | $3,615+33.4% | $3,817+26.3% | $4,238+13.8% |
| Admin fee / account holder | $227 | $338-32.8% | $3,225-93.0% | $593-61.7% |