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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 TIAA · NEW YORK, NY 100173206 | Contract Administrator | $1,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,956 | $69,745+44.7% | $67,511+49.5% | $74,546+35.4% |
| Participation rate | 43.1% | 71.3%-28.2pp | 72.9%-29.8pp | 67.2%-24.1pp |
| Annual return | 13.40% | -40.37%+53.8pp | 3517.41%-3504.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,454 | $2,705-46.3% | $2,733-46.8% | $2,624-44.6% |
| Participant deferral / active EE | $1,474 | $3,636-59.5% | $4,000-63.2% | $4,347-66.1% |
| Admin fee / account holder | $158 | $894-82.4% | $3,999-96.1% | $1,944-91.9% |