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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUNIT Service code 49 · EIN 13-1624203 730 3RD AVE · NEW YORK, NY 100173206 | Other Services | $50,603 |
NFP RETIREMENT INC2 years Service code 49 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Services | $44,631 |
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 | $70,523 | $74,552-5.4% | $63,018+11.9% | $69,631+1.3% |
| Participation rate | 98.7% | 78.3%+20.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 15.74% | 15.77%0pp | 87.62%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $3,427 | $2,929+17.0% | $2,761+24.1% | $2,032+68.7% |
| Participant deferral / active EE | $4,223 | $2,974+42.0% | $3,330+26.8% | $3,224+31.0% |
| Admin fee / account holder | $119 | $59+100.7% | $3,601-96.7% | $110+8.0% |