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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 | $84,045-9.9% | $77,361-2.1% | $69,255+9.3% |
| Participation rate | 57.0% | 71.8%-14.8pp | 75.0%-18.0pp | 69.0%-12.1pp |
| Annual return | 11.55% | 12.46%-0.9pp | 1011.54%-1000.0pp | 26.73%-15.2pp |
| Employer contribution / active EE | $2,426 | $2,954-17.9% | $2,990-18.9% | $2,645-8.3% |
| Participant deferral / active EE | $2,647 | $3,349-21.0% | $3,911-32.3% | $2,890-8.4% |
| Admin fee / account holder | $100 | $239-58.0% | $5,894-98.3% | $733-86.3% |