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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 | $60,504+59.3% | $81,882+17.7% | $74,478+29.5% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.48% | 16.91%-4.4pp | 779.47%-767.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $4,298 | $2,627+63.6% | $2,916+47.4% | $2,626+63.6% |
| Participant deferral / active EE | $3,993 | $3,400+17.4% | $4,323-7.6% | $4,350-8.2% |
| Admin fee / account holder | $1 | $1,492-99.9% | $7,360-100.0% | $1,946-100.0% |