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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $66,721 |
TIAA1 year 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.
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 | $238,598 | $95,388+150.1% | $125,401+90.3% | $77,906+206.3% |
| Participation rate | 65.5% | 78.6%-13.1pp | 82.4%-16.9pp | 73.7%-8.2pp |
| Annual return | -11.52% | 116.19%-127.7pp | 572.53%-584.1pp | 12.16%-23.7pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $9,222 | $7,711+19.6% | $7,448+23.8% | $4,805+91.9% |
| Admin fee / account holder | $24 | $119-79.7% | $10,008-99.8% | $133-81.8% |