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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,109 | $81,262-11.3% | $155,602-53.7% | $80,911-10.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 14.53% | 33.34%-18.8pp | 64.81%-50.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $5,149 | $3,102+66.0% | $4,675+10.1% | $2,756+86.8% |
| Participant deferral / active EE | $7,060 | $3,451+104.6% | $5,629+25.4% | $4,297+64.3% |
| Admin fee / account holder | $130 | $7,992-98.4% | $15,923-99.2% | $6,935-98.1% |