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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,809 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,806 | $122,219+86.4% | $147,096+54.9% | $199,921+13.9% |
| Participation rate | 65.4% | 78.3%-12.8pp | 82.2%-16.8pp | 72.0%-6.6pp |
| Annual return | 12.30% | 30.59%-18.3pp | 419.75%-407.5pp | 34.28%-22.0pp |
| Employer contribution / active EE | $12,451 | $4,096+204.0% | $4,936+152.2% | $3,035+310.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $21 | $179-88.5% | $13,005-99.8% | $269-92.4% |