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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,357 | $55,446-63.3% | $155,574-86.9% | $74,429-72.6% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 12.97% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $629 | $2,266-72.2% | $4,676-86.5% | $2,625-76.0% |
| Participant deferral / active EE | $1,273 | $2,836-55.1% | $5,629-77.4% | $4,348-70.7% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |