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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-CREF Service code 15 | Recordkeeping | $34,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,271 | $48,337+239.8% | $67,560+143.1% | $80,959+102.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.37% | 18.26%-6.9pp | 3533.50%-3522.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,435 | $2,023+119.3% | $2,737+62.1% | $2,757+60.9% |
| Participant deferral / active EE | $9,496 | $2,928+224.3% | $4,004+137.2% | $4,300+120.8% |
| Admin fee / account holder | $107 | $3,695-97.1% | $3,994-97.3% | $6,925-98.5% |