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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,206 | $62,409+28.5% | $120,574-33.5% | $74,459+7.7% |
| Participation rate | 92.2% | 56.8%+35.4pp | 71.9%+20.2pp | 67.2%+25.0pp |
| Annual return | 13.00% | 18.62%-5.6pp | 107.42%-94.4pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $2,669 | $1,847+44.5% | $3,471-23.1% | $2,626+1.6% |
| Participant deferral / active EE | $5,098 | $2,888+76.5% | $4,996+2.0% | $4,350+17.2% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,445-100.0% | $1,945-100.0% |