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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,924 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,528 | $65,582+48.7% | $64,101+52.1% | $71,511+36.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.78% | 18.96%-1.2pp | 33.72%-15.9pp | 28.86%-11.1pp |
| Employer contribution / active EE | $7,927 | $2,671+196.8% | $2,749+188.4% | $2,589+206.2% |
| Participant deferral / active EE | $7,271 | $3,628+100.4% | $3,881+87.4% | $4,291+69.5% |
| Admin fee / account holder | $67 | $616-89.2% | $3,070-97.8% | $1,588-95.8% |