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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 | $36,595-34.1% | $88,179-72.7% | $71,012-66.0% |
| Participation rate | 26.0% | 29.2%-3.2pp | 69.1%-43.1pp | 58.6%-32.6pp |
| Annual return | 10.02% | 61.46%-51.4pp | 64.97%-55.0pp | 37.67%-27.7pp |
| Employer contribution / active EE | $130 | $787-83.5% | $2,549-94.9% | $2,348-94.5% |
| Participant deferral / active EE | $574 | $1,195-51.9% | $4,614-87.5% | $3,246-82.3% |
| Admin fee / account holder | $92 | $2,755-96.7% | $7,673-98.8% | $1,167-92.1% |