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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,272 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,638 | $67,594+68.1% | $77,361+46.9% | $69,733+63.0% |
| Participation rate | 78.3% | 71.7%+6.6pp | 75.0%+3.3pp | 62.5%+15.9pp |
| Annual return | 11.20% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $2,359 | $2,649-10.9% | $2,990-21.1% | $2,250+4.8% |
| Participant deferral / active EE | $3,016 | $3,401-11.3% | $3,911-22.9% | $3,054-1.2% |
| Admin fee / account holder | $6 | $1,159-99.5% | $5,894-99.9% | $3,102-99.8% |