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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,787 |
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 | $96,569 | $107,421-10.1% | $182,262-47.0% | $94,015+2.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 11.15% | 21.32%-10.2pp | 140.60%-129.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $3,459 | $3,448+0.3% | $5,046-31.4% | $2,790+24.0% |
| Participant deferral / active EE | $3,379 | $6,558-48.5% | $8,276-59.2% | $4,249-20.5% |
| Admin fee / account holder | $145 | $8,692-98.3% | $16,712-99.1% | $8,951-98.4% |