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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 | $46,464-13.6% | $150,298-73.3% | $79,634-49.6% |
| Participation rate | 29.8% | 57.0%-27.1pp | 77.8%-47.9pp | 62.5%-32.7pp |
| Annual return | 10.40% | 27.89%-17.5pp | 62.79%-52.4pp | 36.46%-26.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,572 | $2,157-27.1% | $5,453-71.2% | $3,835-59.0% |
| Admin fee / account holder | $4 | $891-99.6% | $14,116-100.0% | $1,002-99.6% |