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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,180 | $69,708+63.8% | $67,560+69.0% | $74,478+53.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | -40.67%+56.3pp | 3533.50%-3517.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $8,469 | $2,715+212.0% | $2,737+209.5% | $2,626+222.5% |
| Participant deferral / active EE | $8,008 | $3,637+120.2% | $4,004+100.0% | $4,350+84.1% |
| Admin fee / account holder | $88 | $887-90.1% | $3,994-97.8% | $1,946-95.5% |