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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 | $60,393+59.6% | $81,820+17.8% | $74,429+29.5% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.48% | 16.89%-4.4pp | 777.93%-765.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $4,298 | $2,626+63.6% | $2,915+47.4% | $2,625+63.7% |
| Participant deferral / active EE | $3,993 | $3,397+17.5% | $4,323-7.6% | $4,348-8.2% |
| Admin fee / account holder | $1 | $1,491-99.9% | $7,391-100.0% | $1,944-100.0% |