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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $21,463 |
TWO WEST CAPITAL ADVISORS4+ years Service code 22 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Insurance Broker | $19,496 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,771 | $94,833-50.7% | $75,717-38.2% | $86,813-46.1% |
| Participation rate | 96.2% | 79.1%+17.1pp | 74.8%+21.3pp | 72.3%+23.9pp |
| Annual return | 21.38% | 16.91%+4.5pp | 104.58%-83.2pp | 97.93%-76.5pp |
| Employer contribution / active EE | $887 | $2,904-69.5% | $2,743-67.7% | $2,406-63.1% |
| Participant deferral / active EE | $1,664 | $3,632-54.2% | $3,821-56.5% | $4,131-59.7% |
| Admin fee / account holder | $90 | $109-17.1% | $3,619-97.5% | $170-46.9% |