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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 | $65,072-0.5% | $66,439-2.5% | $65,306-0.8% |
| Participation rate | 58.1% | 69.1%-11.0pp | 74.5%-16.4pp | 57.7%+0.4pp |
| Annual return | 11.41% | 21.50%-10.1pp | 757.66%-746.2pp | 21.94%-10.5pp |
| Employer contribution / active EE | $2,911 | $2,475+17.6% | $2,637+10.4% | $1,967+48.0% |
| Participant deferral / active EE | $3,787 | $3,234+17.1% | $3,876-2.3% | $2,959+28.0% |
| Admin fee / account holder | $89 | $1,323-93.2% | $6,173-98.6% | $3,480-97.4% |