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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,983 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,351 | $101,653+1.7% | $147,080-29.7% | $74,459+38.8% |
| Participation rate | 90.1% | 75.6%+14.5pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.87% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $3,588 | $3,813-5.9% | $4,933-27.3% | $2,626+36.7% |
| Participant deferral / active EE | $3,607 | $7,304-50.6% | $8,066-55.3% | $4,350-17.1% |
| Admin fee / account holder | $125 | $1,752-92.8% | $12,989-99.0% | $1,945-93.5% |