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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.
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 | $69,255+110.7% | $180,320-19.1% | $69,255+110.7% |
| Participation rate | 51.3% | 69.0%-17.7pp | 71.5%-20.2pp | 69.0%-17.7pp |
| Annual return | 11.81% | 26.73%-14.9pp | 778.54%-766.7pp | 26.73%-14.9pp |
| Employer contribution / active EE | $1,620 | $2,645-38.8% | $4,108-60.6% | $2,645-38.8% |
| Participant deferral / active EE | $3,147 | $2,890+8.9% | $4,304-26.9% | $2,890+8.9% |
| Admin fee / account holder | $64 | $733-91.2% | $10,000-99.4% | $733-91.2% |