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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 | $84,045+11.8% | $77,361+21.4% | $69,255+35.7% |
| Participation rate | 95.1% | 71.8%+23.3pp | 75.0%+20.1pp | 69.0%+26.1pp |
| Annual return | 11.80% | 12.46%-0.7pp | 1011.54%-999.7pp | 26.73%-14.9pp |
| Employer contribution / active EE | $4,062 | $2,954+37.5% | $2,990+35.9% | $2,645+53.6% |
| Participant deferral / active EE | $5,583 | $3,349+66.7% | $3,911+42.7% | $2,890+93.1% |
| Admin fee / account holder | $256 | $239+7.0% | $5,894-95.7% | $733-65.1% |