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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $10,542 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,152 | $74,706+20.7% | $75,714+19.1% | $79,391+13.6% |
| Participation rate | 57.7% | 75.3%-17.7pp | 74.8%-17.1pp | 70.7%-13.0pp |
| Annual return | 12.47% | 18.52%-6.0pp | 104.62%-92.2pp | 116.88%-104.4pp |
| Employer contribution / active EE | $1,790 | $2,590-30.9% | $2,744-34.7% | $2,428-26.3% |
| Participant deferral / active EE | $3,387 | $3,533-4.1% | $3,820-11.3% | $4,046-16.3% |
| Admin fee / account holder | $72 | $374-80.9% | $3,619-98.0% | $627-88.6% |