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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,073 | $46,332-37.2% | $143,797-79.8% | $64,824-55.2% |
| Participation rate | 37.8% | 64.2%-26.4pp | 80.3%-42.5pp | 71.5%-33.6pp |
| Annual return | -9.63% | -10.05%+0.4pp | -0.04%-9.6pp | 32.84%-42.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,653 | $2,647-37.6% | $5,638-70.7% | $4,311-61.7% |
| Admin fee / account holder | $2 | $154-98.6% | $14,679-100.0% | $188-98.9% |