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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $19,850 |
ROCHE HOLDINGS1+ years Filed as: ROCHE FINANCIAL Service code 26 1610 EAST THIRD STREET · WILLIAMSPORT, PA 17701 | Advisory (Participants) | $5,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,891 | $36,916-57.0% | $156,551-89.8% | $57,658-72.4% |
| Participation rate | 60.6% | 63.4%-2.8pp | 84.0%-23.4pp | 70.2%-9.6pp |
| Annual return | 1.35% | 12.38%-11.0pp | 32.23%-30.9pp | 5.13%-3.8pp |
| Employer contribution / active EE | $987 | $1,571-37.2% | $5,501-82.1% | $1,974-50.0% |
| Participant deferral / active EE | $305 | $1,926-84.1% | $4,871-93.7% | $3,061-90.0% |
| Admin fee / account holder | $42 | $82-48.7% | $13,028-99.7% | $95-55.2% |