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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,581 |
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 | $63,585 | $74,706-14.9% | $75,731-16.0% | $79,389-19.9% |
| Participation rate | 53.9% | 75.3%-21.4pp | 74.8%-20.9pp | 70.7%-16.8pp |
| Annual return | 12.58% | 18.52%-5.9pp | 104.65%-92.1pp | 116.89%-104.3pp |
| Employer contribution / active EE | $2,057 | $2,590-20.6% | $2,743-25.0% | $2,428-15.3% |
| Participant deferral / active EE | $2,790 | $3,533-21.0% | $3,820-27.0% | $4,046-31.0% |
| Admin fee / account holder | $48 | $374-87.1% | $3,620-98.7% | $626-92.3% |