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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 | $64,705+0.1% | $62,929+2.9% | $67,986-4.7% |
| Participation rate | 58.1% | 65.6%-7.5pp | 73.1%-15.0pp | 57.2%+0.9pp |
| Annual return | 11.41% | 20.31%-8.9pp | 1063.93%-1052.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $2,911 | $2,376+22.5% | $2,505+16.2% | $2,019+44.2% |
| Participant deferral / active EE | $3,787 | $3,198+18.4% | $3,888-2.6% | $3,358+12.8% |
| Admin fee / account holder | $89 | $1,428-93.7% | $5,065-98.2% | $3,203-97.2% |