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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,958 | $65,322-14.3% | $70,494-20.6% | $73,497-23.9% |
| Participation rate | 56.3% | 77.0%-20.7pp | 75.1%-18.8pp | 70.7%-14.4pp |
| Annual return | 13.15% | 15.71%-2.6pp | 109.16%-96.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,262 | $2,460-8.0% | $2,738-17.4% | $2,270-0.4% |
| Participant deferral / active EE | $3,200 | $3,375-5.2% | $3,711-13.8% | $3,740-14.4% |
| Admin fee / account holder | $35 | $214-83.5% | $3,848-99.1% | $513-93.1% |