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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $54,243 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 13 · EIN 04-3638035 | Contract Administrator | $11,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,593 | $69,774+168.9% | $67,575+177.6% | $74,459+151.9% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 12.21% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $8,640 | $2,710+218.8% | $2,736+215.8% | $2,626+229.0% |
| Participant deferral / active EE | $9,610 | $3,636+164.3% | $4,003+140.0% | $4,350+120.9% |
| Admin fee / account holder | $209 | $890-76.5% | $3,993-94.8% | $1,945-89.2% |