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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $43,181 |
MORGAN STANLEY SMITH BARNEY2 years Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10017 | Recordkeeping Fees | $12,500 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 1155 6TH AVE SUITE 1200 · NEW YORK, NY 10036 | Accounting | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,858 | $61,356+134.5% | $149,696-3.9% | $71,511+101.2% |
| Participation rate | 88.5% | 62.5%+26.0pp | 78.8%+9.8pp | 67.9%+20.6pp |
| Annual return | 14.92% | 35.86%-20.9pp | 134.46%-119.5pp | 28.86%-13.9pp |
| Employer contribution / active EE | $23,555 | $2,382+889.0% | $4,821+388.6% | $2,589+809.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $169 | $1,263-86.7% | $13,212-98.7% | $1,588-89.4% |