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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 | $67,594-4.2% | $77,361-16.3% | $69,733-7.1% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.0%-16.9pp | 62.5%-4.4pp |
| Annual return | 11.41% | 19.20%-7.8pp | 1011.54%-1000.1pp | 15.22%-3.8pp |
| Employer contribution / active EE | $2,911 | $2,649+9.9% | $2,990-2.6% | $2,250+29.4% |
| Participant deferral / active EE | $3,787 | $3,401+11.3% | $3,911-3.2% | $3,054+24.0% |
| Admin fee / account holder | $89 | $1,159-92.3% | $5,894-98.5% | $3,102-97.1% |