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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,149 | $60,989+16.7% | $60,899+16.8% | $66,930+6.3% |
| Participation rate | 88.8% | 74.5%+14.3pp | 73.1%+15.7pp | 69.8%+19.0pp |
| Annual return | -14.12% | -9.60%-4.5pp | 16.92%-31.0pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,688 | $2,661-36.6% | $2,702-37.6% | $2,545-33.7% |
| Participant deferral / active EE | $2,800 | $3,615-22.5% | $3,817-26.6% | $4,238-33.9% |
| Admin fee / account holder | $0 | $338-99.9% | $3,225-100.0% | $593-100.0% |