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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $27,179 |
LPL FINANCIAL4 years Service code 26 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $12,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,724 | $93,351-18.9% | $62,929+20.3% | $79,634-4.9% |
| Participation rate | 57.0% | 74.6%-17.7pp | 73.1%-16.1pp | 62.5%-5.5pp |
| Annual return | 11.55% | 14.37%-2.8pp | 1063.93%-1052.4pp | 36.46%-24.9pp |
| Employer contribution / active EE | $2,426 | $3,135-22.6% | $2,505-3.1% | $2,529-4.1% |
| Participant deferral / active EE | $2,647 | $3,921-32.5% | $3,888-31.9% | $3,835-31.0% |
| Admin fee / account holder | $100 | $229-56.2% | $5,065-98.0% | $1,002-90.0% |