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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 12 · EIN 13-1624203 | Participant communication; Custodial ... | $13,269 |
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 | $131,064 | $58,312+124.8% | $86,656+51.2% | $71,529+83.2% |
| Participation rate | 63.3% | 65.0%-1.7pp | 71.7%-8.4pp | 67.9%-4.6pp |
| Annual return | 26.58% | 24.08%+2.5pp | 593.09%-566.5pp | 28.97%-2.4pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,862 | $3,439+70.4% | $4,439+32.0% | $4,291+36.6% |
| Admin fee / account holder | $110 | $1,057-89.6% | $5,619-98.0% | $1,588-93.1% |