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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $8,147 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $6,574 |
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 | $58,459 | $48,011+21.8% | $63,803-8.4% | $82,637-29.3% |
| Participation rate | 98.1% | 66.6%+31.5pp | 72.7%+25.4pp | 68.1%+30.1pp |
| Annual return | 10.53% | 19.84%-9.3pp | 543.72%-533.2pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,742 | $1,904+44.1% | $2,532+8.3% | $2,552+7.5% |
| Participant deferral / active EE | $6,552 | $2,846+130.2% | $3,843+70.5% | $4,126+58.8% |
| Admin fee / account holder | $105 | $3,873-97.3% | $5,196-98.0% | $7,339-98.6% |