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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $62,290 |
TIAA2 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.
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 | $250,094 | $107,415+132.8% | $135,998+83.9% | $80,187+211.9% |
| Participation rate | 64.6% | 78.0%-13.4pp | 81.9%-17.3pp | 72.9%-8.3pp |
| Annual return | 15.02% | 91.99%-77.0pp | 68.37%-53.3pp | 40.40%-25.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $8,345 | $8,189+1.9% | $7,761+7.5% | $5,016+66.4% |
| Admin fee / account holder | $22 | $127-83.0% | $10,769-99.8% | $145-85.1% |