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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,843 |
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 | $132,982 | $53,344+149.3% | $121,169+9.7% | $74,440+78.6% |
| Participation rate | 50.0% | 60.0%-10.0pp | 69.5%-19.5pp | 70.7%-20.7pp |
| Annual return | 10.00% | 35.15%-25.2pp | 986.71%-976.7pp | 34.37%-24.4pp |
| Employer contribution / active EE | $1,682 | $1,898-11.4% | $4,168-59.7% | $2,638-36.3% |
| Participant deferral / active EE | $3,366 | $3,221+4.5% | $4,083-17.5% | $4,529-25.7% |
| Admin fee / account holder | $32 | $382-91.6% | $5,645-99.4% | $348-90.8% |