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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 65 · EIN 13-1624203 | Account Maintenance | $475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,252 | $46,599+52.9% | $64,101+11.2% | $75,173-5.2% |
| Participation rate | 95.5% | 65.9%+29.5pp | 72.3%+23.1pp | 67.2%+28.3pp |
| Annual return | 14.51% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $3,468 | $1,975+75.6% | $2,749+26.2% | $2,671+29.9% |
| Participant deferral / active EE | $5,040 | $2,837+77.7% | $3,881+29.9% | $4,126+22.1% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |