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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,145 | $36,904+8.8% | $158,223-74.6% | $65,191-38.4% |
| Participation rate | 29.8% | 62.1%-32.3pp | 79.2%-49.4pp | 63.0%-33.2pp |
| Annual return | 10.40% | 24.43%-14.0pp | 52.09%-41.7pp | 51.24%-40.8pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,572 | $1,936-18.8% | $5,467-71.2% | $2,671-41.1% |
| Admin fee / account holder | $4 | $793-99.5% | $16,047-100.0% | $907-99.6% |