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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $3,778 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $40 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $60,989-46.4% | $60,919-46.4% | $66,949-51.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -9.64% | -9.60%0pp | 16.96%-26.6pp | 1.57%-11.2pp |
| Employer contribution / active EE | $2,903 | $2,661+9.1% | $2,704+7.4% | $2,545+14.0% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $271 | $338-19.8% | $3,228-91.6% | $594-54.3% |