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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,932 | $65,241+123.7% | $126,539+15.3% | $85,563+70.6% |
| Participation rate | 51.3% | 48.6%+2.7pp | 69.8%-18.5pp | 66.0%-14.6pp |
| Annual return | 11.81% | 42.19%-30.4pp | 425.95%-414.1pp | 31.51%-19.7pp |
| Employer contribution / active EE | $1,620 | $1,937-16.4% | $3,674-55.9% | $2,654-39.0% |
| Participant deferral / active EE | $3,147 | $3,032+3.8% | $4,083-22.9% | $4,375-28.1% |
| Admin fee / account holder | $64 | $1,031-93.8% | $6,065-98.9% | $834-92.3% |