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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 | $122,128+86.5% | $147,117+54.8% | $200,096+13.8% |
| Participation rate | 65.4% | 78.2%-12.7pp | 82.2%-16.8pp | 72.0%-6.6pp |
| Annual return | 12.30% | 30.58%-18.3pp | 420.54%-408.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $12,451 | $4,093+204.2% | $4,932+152.4% | $3,038+309.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $21 | $180-88.6% | $12,993-99.8% | $269-92.4% |