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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $10,143 |
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 | $21,681 | $37,463-42.1% | $77,096-71.9% | $66,938-67.6% |
| Participation rate | 44.7% | 52.9%-8.3pp | 67.9%-23.3pp | 69.8%-25.1pp |
| Annual return | -14.91% | -3.25%-11.7pp | 42.35%-57.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $947 | $1,535-38.3% | $2,814-66.4% | $2,545-62.8% |
| Participant deferral / active EE | $1,203 | $2,621-54.1% | $4,429-72.8% | $4,238-71.6% |
| Admin fee / account holder | $65 | $568-88.6% | $5,428-98.8% | $594-89.1% |