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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,291 |
TIAA3 years Filed as: CREF-TIAA-INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,553 | $122,128+111.7% | $147,117+75.7% | $200,096+29.2% |
| Participation rate | 63.0% | 78.2%-15.2pp | 82.2%-19.2pp | 72.0%-9.0pp |
| Annual return | 12.29% | 30.58%-18.3pp | 420.54%-408.3pp | 34.26%-22.0pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,542 | $8,484+12.5% | $8,065+18.3% | $5,090+87.5% |
| Admin fee / account holder | $21 | $180-88.3% | $12,993-99.8% | $269-92.2% |