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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $70 |
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 | $75,474 | $68,408+10.3% | $57,196+32.0% | $57,658+30.9% |
| Participation rate | 67.9% | 79.1%-11.2pp | 75.3%-7.4pp | 70.2%-2.3pp |
| Annual return | 10.44% | 8.51%+1.9pp | 14.59%-4.2pp | 5.13%+5.3pp |
| Employer contribution / active EE | $4,531 | $2,869+57.9% | $2,683+68.9% | $1,974+129.6% |
| Participant deferral / active EE | $4,637 | $2,903+59.7% | $3,096+49.8% | $3,061+51.5% |
| Admin fee / account holder | $0 | $70-99.8% | $3,141-100.0% | $95-99.9% |