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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,115 | $63,768+119.7% | $98,506+42.2% | $79,389+76.5% |
| Participation rate | 0.0% | 69.9%-69.9pp | 73.3%-73.3pp | 70.7%-70.7pp |
| Annual return | 12.36% | 626.18%-613.8pp | 1494.92%-1482.6pp | 116.89%-104.5pp |
| Employer contribution / active EE | $6,218 | $2,558+143.1% | $2,961+110.0% | $2,428+156.1% |
| Participant deferral / active EE | $5,534 | $3,305+67.4% | $4,277+29.4% | $4,046+36.8% |
| Admin fee / account holder | $100 | $516-80.7% | $5,955-98.3% | $626-84.1% |