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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,627 |
TIAA2 years 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 | $84,353 | $69,774+20.9% | $67,575+24.8% | $74,459+13.3% |
| Participation rate | 90.7% | 71.4%+19.3pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 13.07% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,353 | $2,710-13.2% | $2,736-14.0% | $2,626-10.4% |
| Participant deferral / active EE | $2,850 | $3,636-21.6% | $4,003-28.8% | $4,350-34.5% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |