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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAAI Service code 15 · EIN 13-1624203 | Recordkeeping | $10,568 |
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 | $54,446 | $69,774-22.0% | $67,575-19.4% | $74,459-26.9% |
| Participation rate | 62.7% | 71.4%-8.7pp | 72.9%-10.2pp | 67.2%-4.5pp |
| Annual return | 14.54% | -40.53%+55.1pp | 3528.98%-3514.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $2,825 | $2,710+4.2% | $2,736+3.3% | $2,626+7.6% |
| Participant deferral / active EE | $3,288 | $3,636-9.6% | $4,003-17.9% | $4,350-24.4% |
| Admin fee / account holder | $69 | $890-92.3% | $3,993-98.3% | $1,945-96.5% |