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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 65 · EIN 13-1624203 | Account Maintenance | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,349 | $42,910+50.0% | $60,919+5.6% | $68,490-6.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.71% | -13.99%+3.3pp | 16.96%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,292 | $1,978+66.4% | $2,704+21.8% | $2,597+26.8% |
| Participant deferral / active EE | $4,490 | $2,866+56.7% | $3,814+17.7% | $4,028+11.5% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |