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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $16,137 |
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 | $28,129 | $79,694-64.7% | $96,161-70.7% | $79,393-64.6% |
| Participation rate | 54.3% | 54.0%+0.3pp | 68.4%-14.1pp | 70.7%-16.4pp |
| Annual return | 30.73% | 40.84%-10.1pp | 192.01%-161.3pp | 116.87%-86.1pp |
| Employer contribution / active EE | $971 | $1,443-32.7% | $2,798-65.3% | $2,428-60.0% |
| Participant deferral / active EE | $1,250 | $2,539-50.7% | $4,349-71.3% | $4,046-69.1% |
| Admin fee / account holder | $107 | $630-83.1% | $5,538-98.1% | $627-83.0% |