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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 | Plan Administrator | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,081 | $42,910+44.7% | $60,919+1.9% | $68,490-9.4% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -12.89% | -13.99%+1.1pp | 16.96%-29.9pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,499 | $2,866-12.8% | $3,814-34.5% | $4,028-38.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |