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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
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 | $91,903 | $79,151+16.1% | $60,919+50.9% | $64,824+41.8% |
| Participation rate | 48.3% | 77.7%-29.4pp | 73.1%-24.8pp | 71.5%-23.1pp |
| Annual return | -13.30% | -7.12%-6.2pp | 16.96%-30.3pp | 32.84%-46.1pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,147 | $3,727+38.1% | $3,814+34.9% | $4,311+19.4% |
| Admin fee / account holder | $4 | $106-96.5% | $3,228-99.9% | $188-98.1% |