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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,403 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,843 | $48,011+595.4% | $63,803+423.2% | $82,637+304.0% |
| Participation rate | 97.3% | 66.6%+30.7pp | 72.7%+24.6pp | 68.1%+29.2pp |
| Annual return | 11.58% | 19.84%-8.3pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $15,307 | $1,904+704.1% | $2,532+504.4% | $2,552+499.8% |
| Participant deferral / active EE | $8,654 | $2,846+204.0% | $3,843+125.2% | $4,126+109.7% |
| Admin fee / account holder | $49 | $3,873-98.7% | $5,196-99.1% | $7,339-99.3% |