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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 12 · EIN 13-1624203 | Claims processing; Investment managem... | $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 | $60,454+144.3% | $81,844+80.4% | $74,459+98.3% |
| Participation rate | 64.5% | 63.0%+1.6pp | 72.4%-7.8pp | 67.2%-2.7pp |
| Annual return | 14.24% | 16.87%-2.6pp | 778.87%-764.6pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,943 | $3,398+104.3% | $4,323+60.6% | $4,350+59.6% |
| Admin fee / account holder | $142 | $1,490-90.5% | $7,355-98.1% | $1,945-92.7% |