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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 | $106,864-9.6% | $147,318-34.4% | $82,637+16.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 11.15% | 27.49%-16.3pp | 70.43%-59.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $3,459 | $3,417+1.3% | $4,593-24.7% | $2,552+35.6% |
| Participant deferral / active EE | $3,379 | $6,496-48.0% | $7,906-57.3% | $4,126-18.1% |
| Admin fee / account holder | $145 | $8,415-98.3% | $13,708-98.9% | $7,339-98.0% |