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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,224 | $56,540+41.9% | $185,851-56.8% | $86,821-7.6% |
| Participation rate | 91.6% | 65.5%+26.1pp | 81.7%+9.9pp | 72.3%+19.3pp |
| Annual return | 13.72% | 118.20%-104.5pp | 122.11%-108.4pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,839 | $1,844-0.3% | $5,168-64.4% | $2,406-23.6% |
| Participant deferral / active EE | $5,209 | $2,555+103.8% | $5,569-6.5% | $4,132+26.1% |
| Admin fee / account holder | $0 | $150-100.0% | $16,245-100.0% | $170-100.0% |