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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 | $91,692-5.8% | $67,561+27.8% | $77,714+11.1% |
| Participation rate | 53.1% | 76.0%-23.0pp | 72.9%-19.8pp | 70.6%-17.5pp |
| Annual return | 13.08% | 14.88%-1.8pp | 3525.44%-3512.4pp | 31.26%-18.2pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,645 | $3,912-32.4% | $4,003-33.9% | $4,649-43.1% |
| Admin fee / account holder | $121 | $245-50.4% | $4,006-97.0% | $433-72.0% |