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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 | $65,084+74.6% | $67,681+67.9% | $64,340+76.6% |
| Participation rate | 78.3% | 66.7%+11.6pp | 73.7%+4.6pp | 55.2%+23.1pp |
| Annual return | 11.20% | 20.50%-9.3pp | 590.58%-579.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $2,359 | $2,398-1.6% | $2,678-11.9% | $1,862+26.7% |
| Participant deferral / active EE | $3,016 | $3,210-6.0% | $3,976-24.1% | $2,980+1.2% |
| Admin fee / account holder | $6 | $1,415-99.6% | $6,100-99.9% | $3,703-99.8% |