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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,446 | $47,898-49.0% | $117,533-79.2% | $64,819-62.3% |
| Participation rate | 34.2% | 61.9%-27.7pp | 70.6%-36.4pp | 71.5%-37.3pp |
| Annual return | -18.93% | -15.54%-3.4pp | 29.77%-48.7pp | 32.84%-51.8pp |
| Employer contribution / active EE | $696 | $1,774-60.8% | $4,179-83.3% | $2,507-72.2% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,072-100.0% | $4,311-100.0% |
| Admin fee / account holder | $4 | $132-96.9% | $5,647-99.9% | $188-97.8% |