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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,597 | $45,126+58.7% | $85,187-16.0% | $74,459-3.8% |
| Participation rate | 63.2% | 49.4%+13.8pp | 67.5%-4.4pp | 67.2%-4.1pp |
| Annual return | 11.63% | 26.30%-14.7pp | 66.67%-55.0pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2,096 | $1,460+43.6% | $2,732-23.3% | $2,626-20.2% |
| Participant deferral / active EE | $3,711 | $2,738+35.5% | $4,525-18.0% | $4,350-14.7% |
| Admin fee / account holder | $61 | $2,212-97.2% | $6,162-99.0% | $1,945-96.9% |