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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,512 | $74,706+34.5% | $75,717+32.7% | $79,393+26.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.27% | 18.52%-4.2pp | 104.58%-90.3pp | 116.87%-102.6pp |
| Employer contribution / active EE | $7,225 | $2,590+179.0% | $2,743+163.4% | $2,428+197.6% |
| Participant deferral / active EE | $6,856 | $3,533+94.0% | $3,821+79.4% | $4,046+69.5% |
| Admin fee / account holder | $60 | $374-83.9% | $3,619-98.3% | $627-90.4% |