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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $65,582-37.6% | $64,097-36.2% | $71,529-42.8% |
| Participation rate | 68.2% | 73.2%-5.0pp | 72.3%-4.1pp | 67.9%+0.3pp |
| Annual return | 16.93% | 18.96%-2.0pp | 33.75%-16.8pp | 28.97%-12.0pp |
| Employer contribution / active EE | $2,972 | $2,671+11.3% | $2,750+8.1% | $2,590+14.8% |
| Participant deferral / active EE | $4,326 | $3,628+19.2% | $3,881+11.4% | $4,291+0.8% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |