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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 | $58,121+151.1% | $130,788+11.6% | $64,728+125.5% |
| Participation rate | 51.3% | 34.7%+16.6pp | 70.1%-18.8pp | 57.9%-6.6pp |
| Annual return | 11.81% | 102.13%-90.3pp | 386.44%-374.6pp | 49.38%-37.6pp |
| Employer contribution / active EE | $1,620 | $1,281+26.4% | $3,558-54.5% | $2,243-27.8% |
| Participant deferral / active EE | $3,147 | $2,137+47.2% | $4,137-23.9% | $2,729+15.3% |
| Admin fee / account holder | $64 | $1,703-96.2% | $6,673-99.0% | $1,145-94.4% |