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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $256,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,850 | $53,204-45.8% | $155,556-81.5% | $200,096-85.6% |
| Participation rate | 89.7% | 64.1%+25.6pp | 78.2%+11.5pp | 72.0%+17.7pp |
| Annual return | 16.16% | 41.02%-24.9pp | 64.84%-48.7pp | 34.26%-18.1pp |
| Employer contribution / active EE | $2,048 | $1,850+10.7% | $4,675-56.2% | $3,038-32.6% |
| Participant deferral / active EE | $3,008 | $3,163-4.9% | $5,631-46.6% | $5,090-40.9% |
| Admin fee / account holder | $46 | $186-75.1% | $15,885-99.7% | $269-82.9% |