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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 | $69,745+63.7% | $67,511+69.1% | $74,546+53.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | -40.37%+56.0pp | 3517.41%-3501.8pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $8,469 | $2,705+213.1% | $2,733+209.9% | $2,624+222.7% |
| Participant deferral / active EE | $8,008 | $3,636+120.2% | $4,000+100.2% | $4,347+84.2% |
| Admin fee / account holder | $88 | $894-90.2% | $3,999-97.8% | $1,944-95.5% |