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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 | $52,450-30.1% | $129,397-71.7% | $74,429-50.8% |
| Participation rate | 42.3% | 53.8%-11.6pp | 69.6%-27.3pp | 67.2%-24.9pp |
| Annual return | 19.44% | 15.65%+3.8pp | 9453.98%-9434.5pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $911 | $1,532-40.5% | $4,154-78.1% | $2,625-65.3% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,167-100.0% | $4,348-100.0% |
| Admin fee / account holder | $12 | $2,636-99.5% | $7,679-99.8% | $1,944-99.4% |