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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,429 | $48,314+304.5% | $67,561+189.3% | $80,925+141.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $7,185 | $2,022+255.4% | $2,735+162.7% | $2,756+160.7% |
| Participant deferral / active EE | $12,022 | $2,927+310.8% | $4,003+200.3% | $4,299+179.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |