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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,349 | $113,568+9.5% | $67,560+84.1% | $200,096-37.9% |
| Participation rate | 38.0% | 73.3%-35.3pp | 72.9%-34.9pp | 72.0%-34.0pp |
| Annual return | 11.87% | 15.88%-4.0pp | 3533.50%-3521.6pp | 34.26%-22.4pp |
| Employer contribution / active EE | $1,718 | $3,409-49.6% | $2,737-37.2% | $3,038-43.4% |
| Participant deferral / active EE | $2,534 | $4,163-39.1% | $4,004-36.7% | $5,090-50.2% |
| Admin fee / account holder | $77 | $102-24.6% | $3,994-98.1% | $269-71.3% |