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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $4,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,190 | $52,467+22.3% | $57,196+12.2% | $55,167+16.4% |
| Participation rate | 68.1% | 75.8%-7.7pp | 75.3%-7.2pp | 69.0%-0.8pp |
| Annual return | 6.12% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,646 | $2,477-33.6% | $2,683-38.7% | $1,963-16.1% |
| Participant deferral / active EE | $2,726 | $2,830-3.7% | $3,096-11.9% | $3,054-10.7% |
| Admin fee / account holder | $38 | $269-85.9% | $3,141-98.8% | $504-92.5% |