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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 | $47,479+102.9% | $62,929+53.1% | $82,448+16.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.35% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,970 | $1,885+110.6% | $2,505+58.5% | $2,551+55.6% |
| Participant deferral / active EE | $6,482 | $2,870+125.8% | $3,888+66.7% | $4,139+56.6% |
| Admin fee / account holder | $175 | $3,804-95.4% | $5,065-96.6% | $7,234-97.6% |