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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 37 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Loan Processing | $48,323 |
PLANPILOT, LLC3 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $34,671 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 1400 W 7TH STREET · FORTH WORTH, TX 761022628 | Accounting | $23,349 |
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 | $93,949 | $86,795+8.2% | $67,681+38.8% | $64,728+45.1% |
| Participation rate | 95.1% | 71.7%+23.5pp | 73.7%+21.4pp | 57.9%+37.2pp |
| Annual return | 11.80% | 12.58%-0.8pp | 590.58%-578.8pp | 49.38%-37.6pp |
| Employer contribution / active EE | $4,062 | $2,837+43.2% | $2,678+51.7% | $2,243+81.1% |
| Participant deferral / active EE | $5,583 | $3,430+62.8% | $3,976+40.4% | $2,729+104.5% |
| Admin fee / account holder | $256 | $238+7.3% | $6,100-95.8% | $1,145-77.7% |