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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $475 |
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 | $88,723 | $94,833-6.4% | $75,714+17.2% | $86,821+2.2% |
| Participation rate | 43.3% | 79.1%-35.8pp | 74.8%-31.5pp | 72.3%-29.0pp |
| Annual return | 14.36% | 16.91%-2.5pp | 104.62%-90.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,710 | $3,632-52.9% | $3,820-55.2% | $4,132-58.6% |
| Admin fee / account holder | $1 | $109-99.2% | $3,619-100.0% | $170-99.5% |