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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 | $6,659 |
MAGGART & ASSOCIATES1 year Service code 16 · EIN 62-1036705 1201 DEMONBREUN ST SUITE 1220 · NASHVILLE, TN 372035078 | Consulting | $5,330 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $551 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 16 · EIN 61-1758632 24 E COTA ST SUITE 200 · SANTA BARBARA, CA 931011665 | Consulting | $0 |
Filed as: VALIC Service code 13 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,673 | $60,989-15.3% | $60,874-15.1% | $66,914-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -8.91% | -9.60%+0.7pp | 16.90%-25.8pp | 1.58%-10.5pp |
| Employer contribution / active EE | $2,086 | $2,661-21.6% | $2,701-22.8% | $2,544-18.0% |
| Participant deferral / active EE | $5,177 | $3,615+43.2% | $3,817+35.7% | $4,237+22.2% |
| Admin fee / account holder | $464 | $338+37.1% | $3,224-85.6% | $593-21.8% |