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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,446 | $47,898-49.0% | $117,472-79.2% | $64,808-62.3% |
| Participation rate | 34.2% | 61.9%-27.7pp | 70.6%-36.4pp | 71.5%-37.2pp |
| Annual return | -18.93% | -15.54%-3.4pp | 29.74%-48.7pp | 32.82%-51.7pp |
| Employer contribution / active EE | $696 | $1,774-60.8% | $4,176-83.3% | $2,506-72.2% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,070-100.0% | $4,310-100.0% |
| Admin fee / account holder | $4 | $132-96.9% | $5,645-99.9% | $188-97.8% |