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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 | $86,795-12.8% | $67,681+11.9% | $64,728+17.0% |
| Participation rate | 57.0% | 71.7%-14.7pp | 73.7%-16.8pp | 57.9%-0.9pp |
| Annual return | 11.55% | 12.58%-1.0pp | 590.58%-579.0pp | 49.38%-37.8pp |
| Employer contribution / active EE | $2,426 | $2,837-14.5% | $2,678-9.4% | $2,243+8.2% |
| Participant deferral / active EE | $2,647 | $3,430-22.8% | $3,976-33.4% | $2,729-3.0% |
| Admin fee / account holder | $100 | $238-57.9% | $6,100-98.4% | $1,145-91.2% |