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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,550 | $69,745+78.6% | $67,511+84.5% | $74,546+67.1% |
| Participation rate | 94.0% | 71.3%+22.7pp | 72.9%+21.1pp | 67.2%+26.8pp |
| Annual return | 12.54% | -40.37%+52.9pp | 3517.41%-3504.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,173 | $2,705+91.2% | $2,733+89.3% | $2,624+97.1% |
| Participant deferral / active EE | $9,727 | $3,636+167.5% | $4,000+143.2% | $4,347+123.7% |
| Admin fee / account holder | $112 | $894-87.5% | $3,999-97.2% | $1,944-94.3% |