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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $150 |
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 | $94,809 | $65,322+45.1% | $70,494+34.5% | $73,497+29.0% |
| Participation rate | 26.5% | 77.0%-50.5pp | 75.1%-48.6pp | 70.7%-44.2pp |
| Annual return | 13.74% | 15.71%-2.0pp | 109.16%-95.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,538 | $3,375-54.4% | $3,711-58.6% | $3,740-58.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |