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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $13,044 |
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 | $24,112 | $38,967-38.1% | $86,233-72.0% | $79,634-69.7% |
| Participation rate | 26.0% | 34.1%-8.1pp | 69.0%-43.0pp | 62.5%-36.5pp |
| Annual return | 10.02% | 49.90%-39.9pp | 61.39%-51.4pp | 36.46%-26.4pp |
| Employer contribution / active EE | $130 | $868-85.1% | $2,504-94.8% | $2,529-94.9% |
| Participant deferral / active EE | $574 | $1,663-65.4% | $4,559-87.4% | $3,835-85.0% |
| Admin fee / account holder | $92 | $2,660-96.5% | $8,342-98.9% | $1,002-90.8% |