| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,942 | $97,541+108.1% | $149,751+35.5% | $106,273+91.0% |
| Participation rate | 69.3% | 66.8%+2.5pp | 82.5%-13.2pp | 70.8%-1.5pp |
| Annual return | 16.90% | 24.23%-7.3pp | 276.71%-259.8pp | 21.70%-4.8pp |
| Employer contribution / active EE | $7,544 | $2,504+201.3% | $4,646+62.4% | $2,722+177.1% |
| Participant deferral / active EE | $0 | $6,023-100.0% | $6,843-100.0% | $4,601-100.0% |
| Admin fee / account holder | $1 | $72-98.7% | $9,312-100.0% | $78-98.8% |