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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 | $65,084+60.5% | $67,681+54.4% | $64,340+62.4% |
| Participation rate | 99.3% | 66.7%+32.5pp | 73.7%+25.6pp | 55.2%+44.0pp |
| Annual return | 12.89% | 20.50%-7.6pp | 590.58%-577.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,165 | $3,210+154.3% | $3,976+105.4% | $2,980+174.0% |
| Admin fee / account holder | $17 | $1,415-98.8% | $6,100-99.7% | $3,703-99.5% |