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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,468 | $63,433+64.7% | $63,803+63.7% | $64,097+63.0% |
| Participation rate | 99.3% | 65.0%+34.3pp | 72.7%+26.6pp | 55.2%+44.1pp |
| Annual return | 12.89% | 20.74%-7.8pp | 543.72%-530.8pp | 34.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,165 | $3,119+161.8% | $3,843+112.5% | $3,080+165.1% |
| Admin fee / account holder | $17 | $1,489-98.8% | $5,196-99.7% | $3,454-99.5% |