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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 | $69,708-40.1% | $67,560-38.2% | $74,478-44.0% |
| Participation rate | 93.9% | 71.4%+22.5pp | 72.9%+20.9pp | 67.2%+26.7pp |
| Annual return | 11.39% | -40.67%+52.1pp | 3533.50%-3522.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,050 | $2,715-61.3% | $2,737-61.6% | $2,626-60.0% |
| Participant deferral / active EE | $3,323 | $3,637-8.6% | $4,004-17.0% | $4,350-23.6% |
| Admin fee / account holder | $88 | $887-90.0% | $3,994-97.8% | $1,946-95.5% |