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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,261 | $69,708+25.2% | $67,560+29.2% | $74,478+17.2% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 13.65% | -40.67%+54.3pp | 3533.50%-3519.8pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,975 | $2,715-27.2% | $2,737-27.8% | $2,626-24.8% |
| Participant deferral / active EE | $2,681 | $3,637-26.3% | $4,004-33.0% | $4,350-38.4% |
| Admin fee / account holder | $1 | $887-99.9% | $3,994-100.0% | $1,946-100.0% |