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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,659 | $57,330+52.9% | $86,656+1.2% | $75,177+16.6% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 17.48% | 2675.40%-2657.9pp | 593.09%-575.6pp | 160.75%-143.3pp |
| Employer contribution / active EE | $4,080 | $2,316+76.1% | $3,025+34.8% | $2,671+52.7% |
| Participant deferral / active EE | $3,528 | $3,320+6.3% | $4,439-20.5% | $4,126-14.5% |
| Admin fee / account holder | $1 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |