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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,547 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,897 | $46,332+53.0% | $143,797-50.7% | $64,824+9.4% |
| Participation rate | 90.1% | 64.2%+25.9pp | 80.3%+9.8pp | 71.5%+18.6pp |
| Annual return | -12.83% | -10.05%-2.8pp | -0.04%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $1,938 | $1,911+1.4% | $4,952-60.9% | $2,507-22.7% |
| Participant deferral / active EE | $5,341 | $2,647+101.7% | $5,638-5.3% | $4,311+23.9% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |