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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $18,828 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 26-2968534 3840 N YORK ST STE 100 · DENVER, CO 802053573 | Advisory (Plan) | $8,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,157 | $65,582-41.8% | $64,097-40.5% | $71,529-46.7% |
| Participation rate | 95.4% | 73.2%+22.2pp | 72.3%+23.1pp | 67.9%+27.5pp |
| Annual return | 12.90% | 18.96%-6.1pp | 33.75%-20.8pp | 28.97%-16.1pp |
| Employer contribution / active EE | $1,043 | $2,671-61.0% | $2,750-62.1% | $2,590-59.7% |
| Participant deferral / active EE | $3,634 | $3,628+0.2% | $3,881-6.4% | $4,291-15.3% |
| Admin fee / account holder | $69 | $616-88.9% | $3,070-97.8% | $1,588-95.7% |