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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,185 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,389 | $52,293+46.1% | $178,503-57.2% | $73,412+4.1% |
| Participation rate | 92.6% | 65.3%+27.2pp | 81.9%+10.6pp | 72.2%+20.4pp |
| Annual return | 12.32% | 34.75%-22.4pp | 151.12%-138.8pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,596 | $1,736-8.1% | $5,011-68.1% | $2,234-28.5% |
| Participant deferral / active EE | $4,354 | $2,333+86.6% | $5,202-16.3% | $3,806+14.4% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |