| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 12 · EIN 13-1624203 | Claims processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,808 | $97,541+281.2% | $149,751+148.3% | $106,273+249.9% |
| Participation rate | 43.4% | 66.8%-23.4pp | 82.5%-39.1pp | 70.8%-27.4pp |
| Annual return | 17.28% | 24.23%-7.0pp | 276.71%-259.4pp | 21.70%-4.4pp |
| Employer contribution / active EE | $1,659 | $2,504-33.7% | $4,646-64.3% | $2,722-39.0% |
| Participant deferral / active EE | $11,266 | $6,023+87.0% | $6,843+64.6% | $4,601+144.8% |
| Admin fee / account holder | $1 | $72-99.1% | $9,312-100.0% | $78-99.1% |