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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $80,550 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $22,800 |
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 | $101,063 | $79,151+27.7% | $60,919+65.9% | $64,824+55.9% |
| Participation rate | 64.8% | 77.7%-12.9pp | 73.1%-8.3pp | 71.5%-6.7pp |
| Annual return | -14.18% | -7.12%-7.1pp | 16.96%-31.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $4,932 | $3,052+61.6% | $2,704+82.4% | $2,507+96.7% |
| Participant deferral / active EE | $5,391 | $3,727+44.6% | $3,814+41.3% | $4,311+25.0% |
| Admin fee / account holder | $167 | $106+58.4% | $3,228-94.8% | $188-10.9% |