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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 | $48,337+304.3% | $67,560+189.3% | $80,959+141.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.49% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $7,185 | $2,023+255.2% | $2,737+162.5% | $2,757+160.6% |
| Participant deferral / active EE | $12,022 | $2,928+310.5% | $4,004+200.2% | $4,300+179.6% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |