Filed April 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,313 | $60,989+59.6% | $60,874+59.9% | $66,914+45.4% |
| Participation rate | 42.6% | 74.5%-31.9pp | 73.1%-30.5pp | 69.8%-27.2pp |
| Annual return | -10.74% | -9.60%-1.1pp | 16.90%-27.6pp | 1.58%-12.3pp |
| Employer contribution / active EE | $866 | $2,661-67.4% | $2,701-67.9% | $2,544-65.9% |
| Participant deferral / active EE | $1,777 | $3,615-50.8% | $3,817-53.4% | $4,237-58.1% |
| Admin fee / account holder | $21 | $338-93.8% | $3,224-99.3% | $593-96.5% |