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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $20,471 |
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 | $121,043 | $94,833+27.6% | $75,714+59.9% | $86,821+39.4% |
| Participation rate | 68.3% | 79.1%-10.8pp | 74.8%-6.6pp | 72.3%-4.0pp |
| Annual return | 14.37% | 16.91%-2.5pp | 104.62%-90.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $5,253 | $2,904+80.9% | $2,744+91.5% | $2,406+118.3% |
| Participant deferral / active EE | $5,496 | $3,632+51.3% | $3,820+43.9% | $4,132+33.0% |
| Admin fee / account holder | $32 | $109-70.7% | $3,619-99.1% | $170-81.2% |