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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 12 · EIN 13-1624203 | Participant communication; Participan... | $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 | $60,393+144.5% | $81,820+80.5% | $74,429+98.4% |
| Participation rate | 64.5% | 62.9%+1.6pp | 72.4%-7.8pp | 67.2%-2.7pp |
| Annual return | 14.24% | 16.89%-2.7pp | 777.93%-763.7pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,943 | $3,397+104.4% | $4,323+60.6% | $4,348+59.7% |
| Admin fee / account holder | $142 | $1,491-90.5% | $7,391-98.1% | $1,944-92.7% |