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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,656 |
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 | $86,360 | $91,710-5.8% | $67,560+27.8% | $77,762+11.1% |
| Participation rate | 53.1% | 76.0%-22.9pp | 72.9%-19.9pp | 70.6%-17.5pp |
| Annual return | 13.08% | 14.88%-1.8pp | 3533.50%-3520.4pp | 31.27%-18.2pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,645 | $3,911-32.4% | $4,004-34.0% | $4,651-43.1% |
| Admin fee / account holder | $121 | $245-50.4% | $3,994-97.0% | $433-72.0% |