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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,645 | $52,507-30.2% | $129,406-71.7% | $74,478-50.8% |
| Participation rate | 42.3% | 53.9%-11.6pp | 69.6%-27.4pp | 67.2%-24.9pp |
| Annual return | 19.44% | 15.64%+3.8pp | 9468.18%-9448.7pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $911 | $1,534-40.6% | $4,155-78.1% | $2,626-65.3% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,167-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $2,639-99.5% | $7,689-99.8% | $1,946-99.4% |