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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 28 · EIN 13-1624203 | Investment Management | $65,294 |
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 | $145,932 | $66,444+119.6% | $120,225+21.4% | $79,634+83.3% |
| Participation rate | 51.3% | 42.8%+8.6pp | 69.6%-18.2pp | 62.5%-11.1pp |
| Annual return | 11.81% | 53.37%-41.6pp | 439.23%-427.4pp | 36.46%-24.6pp |
| Employer contribution / active EE | $1,620 | $1,860-12.9% | $3,475-53.4% | $2,529-36.0% |
| Participant deferral / active EE | $3,147 | $2,798+12.5% | $3,999-21.3% | $3,835-17.9% |
| Admin fee / account holder | $64 | $1,295-95.0% | $5,696-98.9% | $1,002-93.6% |