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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,029 | $50,860+75.0% | $155,574-42.8% | $77,714+14.6% |
| Participation rate | 61.0% | 63.1%-2.2pp | 78.2%-17.2pp | 70.6%-9.6pp |
| Annual return | 11.37% | 34.86%-23.5pp | 64.87%-53.5pp | 31.26%-19.9pp |
| Employer contribution / active EE | $1,357 | $1,991-31.8% | $4,676-71.0% | $2,727-50.2% |
| Participant deferral / active EE | $3,872 | $2,825+37.1% | $5,629-31.2% | $4,649-16.7% |
| Admin fee / account holder | $109 | $436-75.0% | $15,914-99.3% | $433-74.8% |