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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,628 |
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 | $80,546 | $47,180+70.7% | $149,723-46.2% | $74,473+8.2% |
| Participation rate | 60.0% | 63.4%-3.4pp | 78.8%-18.8pp | 70.7%-10.7pp |
| Annual return | 14.48% | 22.75%-8.3pp | 134.50%-120.0pp | 34.36%-19.9pp |
| Employer contribution / active EE | $1,232 | $1,907-35.4% | $4,821-74.4% | $2,638-53.3% |
| Participant deferral / active EE | $3,387 | $2,730+24.0% | $5,682-40.4% | $4,530-25.2% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |