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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $24,410 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,692 |
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 | $20,834 | $65,960-68.4% | $81,882-74.6% | $77,762-73.2% |
| Participation rate | 56.0% | 65.8%-9.8pp | 72.4%-16.4pp | 70.6%-14.6pp |
| Annual return | 16.21% | 26.64%-10.4pp | 779.47%-763.3pp | 31.27%-15.1pp |
| Employer contribution / active EE | $1,876 | $2,375-21.0% | $2,916-35.7% | $2,728-31.2% |
| Participant deferral / active EE | $1,038 | $3,505-70.4% | $4,323-76.0% | $4,651-77.7% |
| Admin fee / account holder | $58 | $526-88.9% | $7,360-99.2% | $433-86.5% |