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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 | $63,433+79.1% | $63,803+78.1% | $64,097+77.3% |
| Participation rate | 78.3% | 65.0%+13.3pp | 72.7%+5.6pp | 55.2%+23.1pp |
| Annual return | 11.20% | 20.74%-9.5pp | 543.72%-532.5pp | 34.64%-23.4pp |
| Employer contribution / active EE | $2,359 | $2,332+1.2% | $2,532-6.8% | $1,891+24.7% |
| Participant deferral / active EE | $3,016 | $3,119-3.3% | $3,843-21.5% | $3,080-2.1% |
| Admin fee / account holder | $6 | $1,489-99.6% | $5,196-99.9% | $3,454-99.8% |