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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 | $64,705+61.5% | $62,929+66.0% | $67,986+53.7% |
| Participation rate | 99.3% | 65.6%+33.7pp | 73.1%+26.2pp | 57.2%+42.1pp |
| Annual return | 12.89% | 20.31%-7.4pp | 1063.93%-1051.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,165 | $3,198+155.3% | $3,888+110.0% | $3,358+143.2% |
| Admin fee / account holder | $17 | $1,428-98.8% | $5,065-99.7% | $3,203-99.5% |