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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,876 | $60,989-18.2% | $60,919-18.1% | $66,949-25.5% |
| Participation rate | 58.4% | 74.5%-16.1pp | 73.1%-14.7pp | 69.8%-11.4pp |
| Annual return | -13.95% | -9.60%-4.4pp | 16.96%-30.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $2,167 | $2,661-18.6% | $2,704-19.9% | $2,545-14.9% |
| Participant deferral / active EE | $3,185 | $3,615-11.9% | $3,814-16.5% | $4,239-24.9% |
| Admin fee / account holder | $46 | $338-86.4% | $3,228-98.6% | $594-92.2% |