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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,183 |
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 | $81,837 | $65,582+24.8% | $64,101+27.7% | $71,511+14.4% |
| Participation rate | 68.1% | 73.2%-5.1pp | 72.3%-4.3pp | 67.9%+0.1pp |
| Annual return | 9.62% | 18.96%-9.3pp | 33.72%-24.1pp | 28.86%-19.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,079 | $3,628+67.6% | $3,881+56.7% | $4,291+41.7% |
| Admin fee / account holder | $30 | $616-95.2% | $3,070-99.0% | $1,588-98.1% |