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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,680 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,809 | $50,902-70.9% | $155,534-90.5% | $77,736-81.0% |
| Participation rate | 98.3% | 63.1%+35.3pp | 78.2%+20.1pp | 70.6%+27.8pp |
| Annual return | 11.46% | 34.85%-23.4pp | 64.92%-53.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $375 | $1,991-81.1% | $4,675-92.0% | $2,728-86.2% |
| Participant deferral / active EE | $1,346 | $2,824-52.4% | $5,630-76.1% | $4,651-71.1% |
| Admin fee / account holder | $14 | $437-96.8% | $15,900-99.9% | $433-96.7% |