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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $27,528 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON HOUSE WEALTH MGMT LLC Service code 28 · EIN 46-0677972 | Investment Management | $26,623 |
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 | $102,186 | $65,322+56.4% | $70,494+45.0% | $73,497+39.0% |
| Participation rate | 59.1% | 77.0%-17.9pp | 75.1%-16.0pp | 70.7%-11.6pp |
| Annual return | 11.16% | 15.71%-4.6pp | 109.16%-98.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,439 | $2,460-41.5% | $2,738-47.4% | $2,270-36.6% |
| Participant deferral / active EE | $3,924 | $3,375+16.3% | $3,711+5.7% | $3,740+4.9% |
| Admin fee / account holder | $254 | $214+18.7% | $3,848-93.4% | $513-50.5% |