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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 | $65,072+74.6% | $66,439+71.0% | $65,306+74.0% |
| Participation rate | 78.3% | 69.1%+9.3pp | 74.5%+3.8pp | 57.7%+20.6pp |
| Annual return | 11.20% | 21.50%-10.3pp | 757.66%-746.5pp | 21.94%-10.7pp |
| Employer contribution / active EE | $2,359 | $2,475-4.7% | $2,637-10.5% | $1,967+19.9% |
| Participant deferral / active EE | $3,016 | $3,234-6.7% | $3,876-22.2% | $2,959+1.9% |
| Admin fee / account holder | $6 | $1,323-99.5% | $6,173-99.9% | $3,480-99.8% |