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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,919 | $51,223+149.7% | $82,763+54.6% | $66,949+91.1% |
| Participation rate | 97.9% | 67.9%+30.0pp | 72.6%+25.3pp | 69.8%+28.0pp |
| Annual return | -10.78% | -9.85%-0.9pp | 702.45%-713.2pp | 1.57%-12.4pp |
| Employer contribution / active EE | $4,982 | $2,611+90.8% | $3,008+65.6% | $2,545+95.7% |
| Participant deferral / active EE | $7,019 | $3,460+102.9% | $4,395+59.7% | $4,239+65.6% |
| Admin fee / account holder | $4 | $415-99.0% | $5,325-99.9% | $594-99.3% |