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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,412 |
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 | $50,044 | $60,795-17.7% | $69,483-28.0% | $65,186-23.2% |
| Participation rate | 61.2% | 74.9%-13.7pp | 74.6%-13.4pp | 70.2%-9.0pp |
| Annual return | 23.51% | 17.46%+6.1pp | 28.99%-5.5pp | 29.39%-5.9pp |
| Employer contribution / active EE | $2,356 | $2,452-3.9% | $2,780-15.2% | $2,177+8.2% |
| Participant deferral / active EE | $3,572 | $3,162+13.0% | $3,537+1.0% | $3,514+1.7% |
| Admin fee / account holder | $32 | $314-89.9% | $3,841-99.2% | $847-96.3% |