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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,335 |
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 | $110,801 | $105,179+5.3% | $64,101+72.9% | $80,157+38.2% |
| Participation rate | 36.9% | 73.5%-36.6pp | 72.3%-35.4pp | 72.9%-36.0pp |
| Annual return | 14.29% | 20.34%-6.0pp | 33.72%-19.4pp | 40.39%-26.1pp |
| Employer contribution / active EE | $1,434 | $3,311-56.7% | $2,749-47.8% | $2,977-51.8% |
| Participant deferral / active EE | $2,159 | $4,020-46.3% | $3,881-44.4% | $5,015-57.0% |
| Admin fee / account holder | $89 | $113-21.8% | $3,070-97.1% | $145-38.9% |