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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $9,518 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,507 | $65,125-59.3% | $143,797-81.6% | $66,949-60.4% |
| Participation rate | 87.0% | 65.2%+21.8pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -16.46% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $3,317 | $2,362+40.4% | $4,952-33.0% | $2,545+30.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $54 | $503-89.3% | $14,679-99.6% | $594-91.0% |