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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,985 |
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 | $83,073 | $46,464+78.8% | $150,298-44.7% | $79,634+4.3% |
| Participation rate | 68.6% | 57.0%+11.7pp | 77.8%-9.1pp | 62.5%+6.1pp |
| Annual return | 16.21% | 27.89%-11.7pp | 62.79%-46.6pp | 36.46%-20.2pp |
| Employer contribution / active EE | $2,410 | $1,512+59.4% | $4,154-42.0% | $2,529-4.7% |
| Participant deferral / active EE | $4,362 | $2,157+102.3% | $5,453-20.0% | $3,835+13.8% |
| Admin fee / account holder | $86 | $891-90.4% | $14,116-99.4% | $1,002-91.4% |