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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,448 | $79,151+8.0% | $60,919+40.3% | $64,824+31.8% |
| Participation rate | 97.1% | 77.7%+19.4pp | 73.1%+24.0pp | 71.5%+25.6pp |
| Annual return | -13.79% | -7.12%-6.7pp | 16.96%-30.8pp | 32.84%-46.6pp |
| Employer contribution / active EE | $2,487 | $3,052-18.5% | $2,704-8.0% | $2,507-0.8% |
| Participant deferral / active EE | $5,018 | $3,727+34.6% | $3,814+31.5% | $4,311+16.4% |
| Admin fee / account holder | $2 | $106-97.9% | $3,228-99.9% | $188-98.8% |