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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,633 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,788 | $60,989+34.1% | $60,906+34.3% | $66,938+22.2% |
| Participation rate | 98.2% | 74.5%+23.8pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -15.22% | -9.60%-5.6pp | 16.94%-32.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $6,836 | $2,661+156.9% | $2,703+152.9% | $2,545+168.6% |
| Participant deferral / active EE | $6,367 | $3,615+76.1% | $3,814+66.9% | $4,238+50.2% |
| Admin fee / account holder | $58 | $338-82.9% | $3,227-98.2% | $594-90.3% |