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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 | $91,621-5.7% | $67,511+27.9% | $77,671+11.2% |
| Participation rate | 53.1% | 76.0%-22.9pp | 72.9%-19.8pp | 70.6%-17.5pp |
| Annual return | 13.08% | 14.87%-1.8pp | 3517.41%-3504.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,645 | $3,906-32.3% | $4,000-33.9% | $4,648-43.1% |
| Admin fee / account holder | $121 | $176-31.1% | $3,999-97.0% | $430-71.8% |