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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 95-2210527 700 EXPOSITION PARK DR. · LOS ANGELES, CA 900371210 | Recordkeeping | $6,405 |
TIAA5 years Filed as: TIAA TEACHERS INSURANCE AND ANNUIRY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $930 |
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 | $74,174 | $52,450+41.4% | $129,384-42.7% | $74,459-0.4% |
| Participation rate | 40.2% | 53.8%-13.6pp | 69.6%-29.4pp | 67.2%-27.0pp |
| Annual return | 16.44% | 15.65%+0.8pp | 9461.77%-9445.3pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,917 | $2,797-31.5% | $4,166-54.0% | $4,350-55.9% |
| Admin fee / account holder | $38 | $2,636-98.6% | $7,686-99.5% | $1,945-98.1% |