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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,412 | $60,305+59.9% | $81,780+17.9% | $74,400+29.6% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.48% | 16.89%-4.4pp | 776.27%-763.8pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $4,298 | $2,623+63.8% | $2,914+47.5% | $2,624+63.8% |
| Participant deferral / active EE | $3,993 | $3,390+17.8% | $4,321-7.6% | $4,348-8.2% |
| Admin fee / account holder | $1 | $1,484-99.9% | $7,384-100.0% | $1,944-100.0% |