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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,589 | $49,164+127.0% | $121,169-7.9% | $75,181+48.4% |
| Participation rate | 98.9% | 55.4%+43.5pp | 69.5%+29.4pp | 67.2%+31.7pp |
| Annual return | 14.76% | 56.03%-41.3pp | 986.71%-971.9pp | 160.69%-145.9pp |
| Employer contribution / active EE | $4,911 | $1,546+217.6% | $4,168+17.8% | $2,671+83.9% |
| Participant deferral / active EE | $3,486 | $2,628+32.7% | $4,083-14.6% | $4,126-15.5% |
| Admin fee / account holder | $2 | $3,942-100.0% | $5,645-100.0% | $5,650-100.0% |