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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,637 | $69,774+62.9% | $67,561+68.2% | $74,429+52.7% |
| Participation rate | 94.2% | 71.4%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 12.27% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,760 | $2,710+1.8% | $2,735+0.9% | $2,625+5.2% |
| Participant deferral / active EE | $5,372 | $3,636+47.7% | $4,003+34.2% | $4,348+23.5% |
| Admin fee / account holder | $46 | $890-94.9% | $4,006-98.9% | $1,944-97.7% |