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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $725 |
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 | $30,512 | $47,180-35.3% | $149,723-79.6% | $74,473-59.0% |
| Participation rate | 29.4% | 63.4%-34.0pp | 78.8%-49.3pp | 70.7%-41.3pp |
| Annual return | 10.16% | 22.75%-12.6pp | 134.50%-124.3pp | 34.36%-24.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,751 | $2,730-35.9% | $5,682-69.2% | $4,530-61.3% |
| Admin fee / account holder | $2 | $343-99.4% | $13,215-100.0% | $347-99.4% |