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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 | $48,277+304.8% | $67,511+189.5% | $80,874+141.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.49% | 18.27%-5.8pp | 3517.41%-3504.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $7,185 | $2,021+255.5% | $2,733+162.9% | $2,756+160.7% |
| Participant deferral / active EE | $12,022 | $2,926+310.9% | $4,000+200.5% | $4,297+179.8% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |