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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,663 | $70,083-4.9% | $59,899+11.3% | $55,725+19.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 74.7%-8.0pp | 70.9%-4.2pp |
| Annual return | -4.07% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,396 | $2,878-16.8% | $2,723-12.0% | $2,078+15.3% |
| Participant deferral / active EE | $3,792 | $3,079+23.2% | $3,402+11.4% | $3,356+13.0% |
| Admin fee / account holder | $64 | $70-9.4% | $3,592-98.2% | $115-44.7% |