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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,718 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $8,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,724 | $65,582+67.3% | $64,099+71.2% | $71,495+53.5% |
| Participation rate | 97.9% | 73.2%+24.7pp | 72.3%+25.6pp | 67.9%+30.0pp |
| Annual return | 11.92% | 18.96%-7.0pp | 33.70%-21.8pp | 28.85%-16.9pp |
| Employer contribution / active EE | $1,428 | $2,671-46.5% | $2,748-48.0% | $2,589-44.8% |
| Participant deferral / active EE | $4,298 | $3,628+18.5% | $3,881+10.7% | $4,291+0.2% |
| Admin fee / account holder | $49 | $616-92.0% | $3,070-98.4% | $1,588-96.9% |