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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,197 | $47,078-23.1% | $100,671-64.0% | $55,191-34.4% |
| Participation rate | 14.9% | 58.0%-43.1pp | 70.7%-55.8pp | 69.2%-54.2pp |
| Annual return | 1.34% | 0.65%+0.7pp | 20.43%-19.1pp | 10.78%-9.4pp |
| Employer contribution / active EE | $139 | $1,065-87.0% | $4,012-96.5% | $1,899-92.7% |
| Participant deferral / active EE | $727 | $2,038-64.4% | $3,144-76.9% | $3,046-76.1% |
| Admin fee / account holder | $11 | $153-93.0% | $4,850-99.8% | $91-88.2% |