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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAAI Service code 15 · EIN 13-1624203 | Recordkeeping | $13,770 |
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 | $64,759 | $65,084-0.5% | $67,681-4.3% | $64,340+0.7% |
| Participation rate | 58.1% | 66.7%-8.7pp | 73.7%-15.6pp | 55.2%+2.8pp |
| Annual return | 11.41% | 20.50%-9.1pp | 590.58%-579.2pp | 24.14%-12.7pp |
| Employer contribution / active EE | $2,911 | $2,398+21.4% | $2,678+8.7% | $1,862+56.4% |
| Participant deferral / active EE | $3,787 | $3,210+18.0% | $3,976-4.7% | $2,980+27.1% |
| Admin fee / account holder | $89 | $1,415-93.7% | $6,100-98.5% | $3,703-97.6% |