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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 | $75,564 | $48,337+56.3% | $67,560+11.8% | $80,959-6.7% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.7%+31.3pp |
| Annual return | 15.36% | 18.26%-2.9pp | 3533.50%-3518.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,548 | $2,023+26.0% | $2,737-6.9% | $2,757-7.6% |
| Participant deferral / active EE | $5,683 | $2,928+94.1% | $4,004+41.9% | $4,300+32.1% |
| Admin fee / account holder | $11 | $3,695-99.7% | $3,994-99.7% | $6,925-99.8% |