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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $166,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,812 | $45,000-53.8% | $143,801-85.5% | $77,906-73.3% |
| Participation rate | 86.6% | 66.8%+19.7pp | 80.3%+6.2pp | 73.7%+12.9pp |
| Annual return | -15.59% | 29.03%-44.6pp | -0.04%-15.6pp | 12.16%-27.7pp |
| Employer contribution / active EE | $1,412 | $1,870-24.5% | $4,952-71.5% | $2,846-50.4% |
| Participant deferral / active EE | $2,144 | $3,157-32.1% | $5,639-62.0% | $4,805-55.4% |
| Admin fee / account holder | $34 | $98-65.5% | $14,680-99.8% | $133-74.4% |