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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,757 | $79,151+105.6% | $60,906+167.2% | $64,819+151.1% |
| Participation rate | 99.3% | 77.7%+21.6pp | 73.1%+26.2pp | 71.5%+27.8pp |
| Annual return | -6.46% | -7.12%+0.7pp | 16.94%-23.4pp | 32.84%-39.3pp |
| Employer contribution / active EE | $6,283 | $3,052+105.8% | $2,703+132.4% | $2,507+150.6% |
| Participant deferral / active EE | $5,856 | $3,727+57.1% | $3,814+53.6% | $4,311+35.8% |
| Admin fee / account holder | $6 | $106-94.3% | $3,227-99.8% | $188-96.8% |