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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,145 | $36,002+11.5% | $161,489-75.1% | $64,728-38.0% |
| Participation rate | 29.8% | 57.4%-27.6pp | 78.7%-48.9pp | 57.9%-28.1pp |
| Annual return | 10.40% | 33.93%-23.5pp | 89.72%-79.3pp | 49.38%-39.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,572 | $1,815-13.4% | $5,630-72.1% | $2,729-42.4% |
| Admin fee / account holder | $4 | $931-99.6% | $16,006-100.0% | $1,145-99.7% |