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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $19,197 |
SYNTRINSIC, LLC1 year Service code 27 · EIN 92-2373066 3840 N YORK ST STE 100 · DENVER, CO 802053573 | Advisory (Plan) | $14,860 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,745 | $69,745-40.1% | $67,511-38.2% | $74,546-44.0% |
| Participation rate | 93.9% | 71.3%+22.5pp | 72.9%+21.0pp | 67.2%+26.7pp |
| Annual return | 11.39% | -40.37%+51.8pp | 3517.41%-3506.0pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,050 | $2,705-61.2% | $2,733-61.6% | $2,624-60.0% |
| Participant deferral / active EE | $3,323 | $3,636-8.6% | $4,000-16.9% | $4,347-23.6% |
| Admin fee / account holder | $88 | $894-90.1% | $3,999-97.8% | $1,944-95.5% |