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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 | $69,774+63.6% | $67,561+69.0% | $74,429+53.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | -40.53%+56.2pp | 3525.44%-3509.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $8,469 | $2,710+212.5% | $2,735+209.7% | $2,625+222.6% |
| Participant deferral / active EE | $8,008 | $3,636+120.2% | $4,003+100.0% | $4,348+84.2% |
| Admin fee / account holder | $88 | $890-90.1% | $4,006-97.8% | $1,944-95.5% |