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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 | $65,946-11.6% | $81,783-28.7% | $77,671-24.9% |
| Participation rate | 91.7% | 65.8%+26.0pp | 72.4%+19.4pp | 70.6%+21.2pp |
| Annual return | 13.88% | 26.65%-12.8pp | 775.05%-761.2pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,565 | $2,371+50.3% | $2,913+22.4% | $2,726+30.8% |
| Participant deferral / active EE | $0 | $3,507-100.0% | $4,320-100.0% | $4,648-100.0% |
| Admin fee / account holder | $24 | $527-95.4% | $7,380-99.7% | $430-94.3% |