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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $120,654 |
MERCER3 years Filed as: CORPORATION OF MERCER UNIVERSITY Service code 10 · EIN 58-0566167 1501 MERCER UNIVERSITY DR · MACON, GA 31207 | Accounting | $112,000 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
GUIDESTONE FINANCIAL RESOURCES4+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Recordkeeping | $0 |
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 | $108,705 | $87,173+24.7% | $59,899+81.5% | $75,289+44.4% |
| Participation rate | 98.5% | 74.5%+24.0pp | 74.7%+23.8pp | 72.4%+26.0pp |
| Annual return | -2.94% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $4,376 | $3,473+26.0% | $2,723+60.7% | $2,405+82.0% |
| Participant deferral / active EE | $2,762 | $3,379-18.3% | $3,403-18.8% | $3,739-26.1% |
| Admin fee / account holder | $69 | $75-7.1% | $3,592-98.1% | $102-32.1% |