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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 | $50,554+90.6% | $67,681+42.3% | $87,485+10.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.35% | 17.81%-5.5pp | 590.58%-578.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,970 | $1,988+99.6% | $2,678+48.2% | $2,596+52.9% |
| Participant deferral / active EE | $6,482 | $2,961+118.9% | $3,976+63.0% | $4,274+51.7% |
| Admin fee / account holder | $175 | $4,132-95.8% | $6,100-97.1% | $7,775-97.8% |