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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 47-1411118 | Accounting | $7,500 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,470 | $94,833+11.2% | $75,731+39.3% | $86,821+21.5% |
| Participation rate | 95.2% | 79.1%+16.1pp | 74.8%+20.4pp | 72.3%+22.9pp |
| Annual return | 11.90% | 16.91%-5.0pp | 104.65%-92.7pp | 97.94%-86.0pp |
| Employer contribution / active EE | $700 | $2,904-75.9% | $2,743-74.5% | $2,406-70.9% |
| Participant deferral / active EE | $4,580 | $3,632+26.1% | $3,820+19.9% | $4,132+10.8% |
| Admin fee / account holder | $23 | $109-79.2% | $3,620-99.4% | $170-86.6% |