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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,551 |
Service code 28 · EIN 47-1411118 | Investment Management | $22,938 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,567 | $64,705+103.3% | $62,929+109.1% | $67,986+93.5% |
| Participation rate | 95.9% | 65.6%+30.3pp | 73.1%+22.8pp | 57.2%+38.7pp |
| Annual return | 11.97% | 20.31%-8.3pp | 1063.93%-1052.0pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,480 | $2,376-37.7% | $2,505-40.9% | $2,019-26.7% |
| Participant deferral / active EE | $4,307 | $3,198+34.7% | $3,888+10.8% | $3,358+28.3% |
| Admin fee / account holder | $106 | $1,428-92.5% | $5,065-97.9% | $3,203-96.7% |