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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,031 | $65,434+37.6% | $98,483-8.6% | $85,847+4.9% |
| Participation rate | 91.8% | 65.0%+26.7pp | 73.3%+18.4pp | 69.3%+22.4pp |
| Annual return | 14.50% | 21.75%-7.2pp | 1494.38%-1479.9pp | 318.61%-304.1pp |
| Employer contribution / active EE | $4,617 | $2,169+112.9% | $2,961+55.9% | $2,565+80.0% |
| Participant deferral / active EE | $4,376 | $3,168+38.1% | $4,276+2.3% | $3,952+10.7% |
| Admin fee / account holder | $1 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |