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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25,493 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $19,515 |
LICOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,543 | $74,706-20.3% | $75,714-21.4% | $79,391-25.0% |
| Participation rate | 96.8% | 75.3%+21.4pp | 74.8%+21.9pp | 70.7%+26.1pp |
| Annual return | 12.16% | 18.52%-6.4pp | 104.62%-92.5pp | 116.88%-104.7pp |
| Employer contribution / active EE | $1,597 | $2,590-38.4% | $2,744-41.8% | $2,428-34.2% |
| Participant deferral / active EE | $1,495 | $3,533-57.7% | $3,820-60.9% | $4,046-63.1% |
| Admin fee / account holder | $113 | $374-69.7% | $3,619-96.9% | $627-81.9% |