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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,494 | $50,919-30.3% | $155,556-77.2% | $77,762-54.4% |
| Participation rate | 31.3% | 63.1%-31.8pp | 78.2%-47.0pp | 70.6%-39.3pp |
| Annual return | 15.12% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,839 | $2,824-34.9% | $5,631-67.3% | $4,651-60.5% |
| Admin fee / account holder | $4 | $437-99.1% | $15,885-100.0% | $433-99.1% |