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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 | $69,774+78.5% | $67,561+84.4% | $74,429+67.3% |
| Participation rate | 94.0% | 71.4%+22.6pp | 72.9%+21.1pp | 67.2%+26.8pp |
| Annual return | 12.54% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $5,173 | $2,710+90.9% | $2,735+89.2% | $2,625+97.1% |
| Participant deferral / active EE | $9,727 | $3,636+167.5% | $4,003+143.0% | $4,348+123.7% |
| Admin fee / account holder | $112 | $890-87.4% | $4,006-97.2% | $1,944-94.3% |