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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,922 |
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 | $115,223 | $51,223+124.9% | $82,763+39.2% | $66,949+72.1% |
| Participation rate | 0.0% | 67.9%-67.9pp | 72.6%-72.6pp | 69.8%-69.8pp |
| Annual return | -11.05% | -9.85%-1.2pp | 702.45%-713.5pp | 1.57%-12.6pp |
| Employer contribution / active EE | $6,007 | $2,611+130.1% | $3,008+99.7% | $2,545+136.0% |
| Participant deferral / active EE | $6,183 | $3,460+78.7% | $4,395+40.7% | $4,239+45.8% |
| Admin fee / account holder | $88 | $415-78.8% | $5,325-98.3% | $594-85.2% |