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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,479+603.1% | $62,929+430.5% | $82,448+304.9% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.1%+24.2pp | 68.1%+29.2pp |
| Annual return | 11.58% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $15,307 | $1,885+711.9% | $2,505+511.1% | $2,551+500.0% |
| Participant deferral / active EE | $8,654 | $2,870+201.5% | $3,888+122.6% | $4,139+109.1% |
| Admin fee / account holder | $49 | $3,804-98.7% | $5,065-99.0% | $7,234-99.3% |