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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 65 · EIN 13-1624203 | Account Maintenance | $425 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,496 | $74,706+1.1% | $75,696-0.3% | $79,386-4.9% |
| Participation rate | 88.0% | 75.3%+12.7pp | 74.8%+13.2pp | 70.7%+17.3pp |
| Annual return | 12.27% | 18.52%-6.2pp | 104.53%-92.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,965 | $2,590+14.5% | $2,743+8.1% | $2,427+22.2% |
| Participant deferral / active EE | $4,021 | $3,533+13.8% | $3,821+5.2% | $4,046-0.6% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |