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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 | $81,331-11.3% | $155,534-53.6% | $80,935-10.9% |
| Participation rate | 95.9% | 66.3%+29.7pp | 78.2%+17.7pp | 67.7%+28.3pp |
| Annual return | 14.53% | 33.37%-18.8pp | 64.92%-50.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $5,149 | $3,105+65.8% | $4,675+10.1% | $2,757+86.8% |
| Participant deferral / active EE | $7,060 | $3,454+104.4% | $5,630+25.4% | $4,299+64.2% |
| Admin fee / account holder | $130 | $7,999-98.4% | $15,900-99.2% | $6,924-98.1% |