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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 12 · EIN 13-1624203 | Investment management fees paid indir... | $17,729 |
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 | $147,674 | $60,305+144.9% | $81,780+80.6% | $74,400+98.5% |
| Participation rate | 64.5% | 62.9%+1.7pp | 72.4%-7.8pp | 67.2%-2.7pp |
| Annual return | 14.24% | 16.89%-2.6pp | 776.27%-762.0pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,943 | $3,390+104.8% | $4,321+60.7% | $4,348+59.7% |
| Admin fee / account holder | $142 | $1,484-90.4% | $7,384-98.1% | $1,944-92.7% |