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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $14,925 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 84-6049400 | Advisory (Plan) | $8,893 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,462 | $74,706-44.5% | $75,714-45.2% | $79,391-47.8% |
| Participation rate | 95.7% | 75.3%+20.4pp | 74.8%+20.9pp | 70.7%+25.0pp |
| Annual return | 11.98% | 18.52%-6.5pp | 104.62%-92.6pp | 116.88%-104.9pp |
| Employer contribution / active EE | $214 | $2,590-91.7% | $2,744-92.2% | $2,428-91.2% |
| Participant deferral / active EE | $2,459 | $3,533-30.4% | $3,820-35.6% | $4,046-39.2% |
| Admin fee / account holder | $58 | $374-84.4% | $3,619-98.4% | $627-90.7% |