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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $10,688 |
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 | $114,409 | $54,370+110.4% | $82,763+38.2% | $68,490+67.0% |
| Participation rate | 64.4% | 63.9%+0.4pp | 72.6%-8.2pp | 67.9%-3.5pp |
| Annual return | -12.71% | -13.67%+1.0pp | 702.45%-715.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,703 | $3,247+75.6% | $4,395+29.8% | $4,028+41.6% |
| Admin fee / account holder | $98 | $4,398-97.8% | $5,325-98.2% | $5,403-98.2% |