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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $17,962 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,335 | $55,457+73.7% | $77,361+24.5% | $94,015+2.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.35% | 15.57%-3.2pp | 1011.54%-999.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $3,970 | $2,255+76.1% | $2,990+32.8% | $2,790+42.3% |
| Participant deferral / active EE | $6,482 | $3,069+111.2% | $3,911+65.7% | $4,249+52.5% |
| Admin fee / account holder | $175 | $4,334-96.0% | $5,894-97.0% | $8,951-98.0% |