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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,171 |
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 | $78,186 | $60,989+28.2% | $60,906+28.4% | $66,938+16.8% |
| Participation rate | 68.1% | 74.5%-6.4pp | 73.1%-5.0pp | 69.8%-1.8pp |
| Annual return | -9.35% | -9.60%+0.3pp | 16.94%-26.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,939 | $3,615+36.6% | $3,814+29.5% | $4,238+16.5% |
| Admin fee / account holder | $31 | $338-90.8% | $3,227-99.0% | $594-94.8% |