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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $12,251 |
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 | $73,315 | $61,166+19.9% | $185,849-60.6% | $79,391-7.7% |
| Participation rate | 65.8% | 66.6%-0.8pp | 81.7%-15.9pp | 70.7%-4.9pp |
| Annual return | 13.97% | 19.45%-5.5pp | 122.10%-108.1pp | 116.88%-102.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,958 | $2,789+77.8% | $5,569-11.0% | $4,046+22.5% |
| Admin fee / account holder | $141 | $710-80.2% | $16,244-99.1% | $627-77.6% |