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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,266 | $50,169-51.6% | $149,740-83.8% | $80,187-69.7% |
| Participation rate | 80.2% | 64.3%+15.9pp | 78.8%+1.4pp | 72.9%+7.2pp |
| Annual return | 18.58% | 29.82%-11.2pp | 134.51%-115.9pp | 40.40%-21.8pp |
| Employer contribution / active EE | $1,355 | $1,869-27.5% | $4,821-71.9% | $2,980-54.5% |
| Participant deferral / active EE | $2,076 | $3,194-35.0% | $5,683-63.5% | $5,016-58.6% |
| Admin fee / account holder | $37 | $153-75.5% | $13,222-99.7% | $145-74.2% |