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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,611 |
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 | $72,054 | $65,322+10.3% | $70,462+2.3% | $73,493-2.0% |
| Participation rate | 68.6% | 77.0%-8.3pp | 75.1%-6.4pp | 70.7%-2.0pp |
| Annual return | 12.37% | 15.71%-3.3pp | 109.08%-96.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,241 | $2,460-8.9% | $2,737-18.1% | $2,270-1.3% |
| Participant deferral / active EE | $2,872 | $3,375-14.9% | $3,710-22.6% | $3,740-23.2% |
| Admin fee / account holder | $7 | $214-96.6% | $3,845-99.8% | $513-98.6% |