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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $17,237 |
LPL FINANCIAL2 years Service code 26 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $10,533 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,780 | $65,582+3.4% | $64,097+5.7% | $71,529-5.2% |
| Participation rate | 76.4% | 73.2%+3.3pp | 72.3%+4.1pp | 67.9%+8.5pp |
| Annual return | 12.42% | 18.96%-6.5pp | 33.75%-21.3pp | 28.97%-16.6pp |
| Employer contribution / active EE | $2,989 | $2,671+11.9% | $2,750+8.7% | $2,590+15.4% |
| Participant deferral / active EE | $3,213 | $3,628-11.4% | $3,881-17.2% | $4,291-25.1% |
| Admin fee / account holder | $76 | $616-87.6% | $3,070-97.5% | $1,588-95.2% |