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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $5,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,248 | $74,552-23.2% | $63,018-9.2% | $69,631-17.8% |
| Participation rate | 38.6% | 78.3%-39.7pp | 74.8%-36.2pp | 70.7%-32.1pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.62%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,674 | $2,929-42.8% | $2,761-39.4% | $2,032-17.6% |
| Participant deferral / active EE | $561 | $2,974-81.1% | $3,330-83.2% | $3,224-82.6% |
| Admin fee / account holder | $9 | $59-84.4% | $3,601-99.7% | $110-91.6% |