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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,762 | $79,151+23.5% | $60,906+60.5% | $64,819+50.8% |
| Participation rate | 85.4% | 77.7%+7.7pp | 73.1%+12.3pp | 71.5%+13.9pp |
| Annual return | -12.57% | -7.12%-5.4pp | 16.94%-29.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $3,329 | $3,052+9.1% | $2,703+23.2% | $2,507+32.8% |
| Participant deferral / active EE | $5,061 | $3,727+35.8% | $3,814+32.7% | $4,311+17.4% |
| Admin fee / account holder | $77 | $106-27.2% | $3,227-97.6% | $188-59.0% |