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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,638 | $52,188+0.9% | $86,640-39.2% | $74,460-29.3% |
| Participation rate | 91.2% | 66.3%+24.8pp | 71.7%+19.5pp | 70.7%+20.4pp |
| Annual return | 16.92% | 44.46%-27.5pp | 592.52%-575.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,624 | $2,282+58.8% | $3,024+19.8% | $2,638+37.4% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,530-100.0% |
| Admin fee / account holder | $16 | $319-95.0% | $5,616-99.7% | $348-95.4% |