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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,440 | $94,836-9.9% | $75,728+12.8% | $86,828-1.6% |
| Participation rate | 94.7% | 79.1%+15.5pp | 74.8%+19.8pp | 72.3%+22.4pp |
| Annual return | 13.52% | 16.90%-3.4pp | 104.66%-91.1pp | 97.95%-84.4pp |
| Employer contribution / active EE | $0 | $2,908-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,816 | $3,632+60.1% | $3,820+52.2% | $4,132+40.7% |
| Admin fee / account holder | $59 | $108-45.8% | $3,620-98.4% | $170-65.4% |