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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $13,077 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,819 | $61,356-51.4% | $149,696-80.1% | $71,511-58.3% |
| Participation rate | 96.6% | 62.5%+34.0pp | 78.8%+17.8pp | 67.9%+28.6pp |
| Annual return | 18.40% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $3,717 | $2,382+56.1% | $4,821-22.9% | $2,589+43.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $65 | $1,263-94.9% | $13,212-99.5% | $1,588-95.9% |