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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,295 | $65,960-11.6% | $81,882-28.8% | $77,762-25.0% |
| Participation rate | 91.7% | 65.8%+26.0pp | 72.4%+19.4pp | 70.6%+21.2pp |
| Annual return | 13.88% | 26.64%-12.8pp | 779.47%-765.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $3,565 | $2,375+50.1% | $2,916+22.3% | $2,728+30.7% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $24 | $526-95.3% | $7,360-99.7% | $433-94.3% |