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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $801 |
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 | $51,091 | $65,322-21.8% | $70,494-27.5% | $73,497-30.5% |
| Participation rate | 62.1% | 77.0%-14.8pp | 75.1%-12.9pp | 70.7%-8.5pp |
| Annual return | 11.98% | 15.71%-3.7pp | 109.16%-97.2pp | 28.51%-16.5pp |
| Employer contribution / active EE | $822 | $2,460-66.6% | $2,738-70.0% | $2,270-63.8% |
| Participant deferral / active EE | $2,111 | $3,375-37.4% | $3,711-43.1% | $3,740-43.5% |
| Admin fee / account holder | $2 | $214-99.0% | $3,848-99.9% | $513-99.6% |