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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUNIT Service code 49 · EIN 13-1624203 730 3RD AVE · NEW YORK, NY 100173206 | Other Services | $56,018 |
NFP RETIREMENT INC3 years Service code 49 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Services | $49,407 |
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 | $65,481 | $70,083-6.6% | $59,883+9.3% | $55,725+17.5% |
| Participation rate | 98.0% | 78.4%+19.6pp | 74.7%+23.3pp | 70.9%+27.1pp |
| Annual return | -3.14% | 3.13%-6.3pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,770 | $2,878+31.0% | $2,722+38.5% | $2,078+81.4% |
| Participant deferral / active EE | $4,555 | $3,079+47.9% | $3,402+33.9% | $3,356+35.7% |
| Admin fee / account holder | $130 | $70+84.6% | $3,591-96.4% | $115+12.7% |