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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 | Recordkeeping | $37,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,198 | $47,479+285.8% | $62,929+191.1% | $82,448+122.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.86% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,550 | $1,885+141.3% | $2,505+81.7% | $2,551+78.4% |
| Participant deferral / active EE | $10,591 | $2,870+269.0% | $3,888+172.4% | $4,139+155.9% |
| Admin fee / account holder | $121 | $3,804-96.8% | $5,065-97.6% | $7,234-98.3% |