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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 | $51,184+552.2% | $66,439+402.5% | $86,983+283.8% |
| Participation rate | 97.3% | 68.5%+28.8pp | 74.5%+22.8pp | 69.5%+27.8pp |
| Annual return | 11.58% | 17.07%-5.5pp | 757.66%-746.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $15,307 | $2,023+656.7% | $2,637+480.5% | $2,584+492.3% |
| Participant deferral / active EE | $8,654 | $2,927+195.6% | $3,876+123.3% | $4,194+106.3% |
| Admin fee / account holder | $49 | $4,154-98.8% | $6,173-99.2% | $7,856-99.4% |