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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,462 | $48,314+58.3% | $67,561+13.2% | $80,925-5.5% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.7%+31.3pp |
| Annual return | 15.19% | 18.28%-3.1pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,718 | $2,022+34.4% | $2,735-0.6% | $2,756-1.4% |
| Participant deferral / active EE | $5,683 | $2,927+94.2% | $4,003+42.0% | $4,299+32.2% |
| Admin fee / account holder | $11 | $3,690-99.7% | $4,006-99.7% | $6,940-99.8% |