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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,748 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,292 | $52,450-13.6% | $129,397-65.0% | $74,429-39.1% |
| Participation rate | 99.1% | 53.8%+45.3pp | 69.6%+29.5pp | 67.2%+31.9pp |
| Annual return | 15.20% | 15.65%-0.4pp | 9453.98%-9438.8pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $2,340 | $1,532+52.7% | $4,154-43.7% | $2,625-10.8% |
| Participant deferral / active EE | $4,436 | $2,797+58.6% | $4,167+6.5% | $4,348+2.0% |
| Admin fee / account holder | $65 | $2,636-97.5% | $7,679-99.1% | $1,944-96.6% |