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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $3,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,683 | $57,976-24.7% | $63,018-30.7% | $62,293-29.9% |
| Participation rate | 64.9% | 75.9%-11.1pp | 74.8%-9.9pp | 69.5%-4.7pp |
| Annual return | 16.15% | 17.54%-1.4pp | 87.62%-71.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,228 | $2,415-7.7% | $2,761-19.3% | $2,042+9.1% |
| Participant deferral / active EE | $3,596 | $2,956+21.6% | $3,330+8.0% | $3,169+13.5% |
| Admin fee / account holder | $19 | $276-93.3% | $3,601-99.5% | $479-96.1% |