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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $13,129 |
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 | $27,019 | $41,150-34.3% | $80,627-66.5% | $71,511-62.2% |
| Participation rate | 51.5% | 50.3%+1.2pp | 67.0%-15.5pp | 67.9%-16.4pp |
| Annual return | 18.53% | 38.48%-19.9pp | 936.76%-918.2pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,001 | $1,515-34.0% | $2,723-63.2% | $2,589-61.4% |
| Participant deferral / active EE | $1,259 | $2,701-53.4% | $4,443-71.7% | $4,291-70.7% |
| Admin fee / account holder | $85 | $1,841-95.4% | $5,381-98.4% | $1,588-94.7% |