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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 | $4,024 |
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 | $39,257 | $74,552-47.3% | $63,018-37.7% | $69,631-43.6% |
| Participation rate | 27.4% | 78.3%-50.9pp | 74.8%-47.4pp | 70.7%-43.3pp |
| Annual return | 16.92% | 15.77%+1.2pp | 87.62%-70.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,147 | $2,974-61.4% | $3,330-65.6% | $3,224-64.4% |
| Admin fee / account holder | $10 | $59-82.5% | $3,601-99.7% | $110-90.6% |