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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 | $93,351+0.6% | $62,929+49.3% | $79,634+18.0% |
| Participation rate | 95.1% | 74.6%+20.5pp | 73.1%+22.0pp | 62.5%+32.6pp |
| Annual return | 11.80% | 14.37%-2.6pp | 1063.93%-1052.1pp | 36.46%-24.7pp |
| Employer contribution / active EE | $4,062 | $3,135+29.6% | $2,505+62.2% | $2,529+60.6% |
| Participant deferral / active EE | $5,583 | $3,921+42.4% | $3,888+43.6% | $3,835+45.6% |
| Admin fee / account holder | $256 | $229+11.6% | $5,065-95.0% | $1,002-74.5% |