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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 | $65,072+60.5% | $66,439+57.2% | $65,306+60.0% |
| Participation rate | 99.3% | 69.1%+30.2pp | 74.5%+24.8pp | 57.7%+41.6pp |
| Annual return | 12.89% | 21.50%-8.6pp | 757.66%-744.8pp | 21.94%-9.0pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $8,165 | $3,234+152.5% | $3,876+110.7% | $2,959+175.9% |
| Admin fee / account holder | $17 | $1,323-98.7% | $6,173-99.7% | $3,480-99.5% |