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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 63 · EIN 13-1624203 | 12b-1 Fees | $1,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,797 | $64,705+137.7% | $62,929+144.4% | $67,986+126.2% |
| Participation rate | 94.2% | 65.6%+28.6pp | 73.1%+21.0pp | 57.2%+37.0pp |
| Annual return | 12.46% | 20.31%-7.9pp | 1063.93%-1051.5pp | 31.67%-19.2pp |
| Employer contribution / active EE | $3,787 | $2,376+59.4% | $2,505+51.2% | $2,019+87.6% |
| Participant deferral / active EE | $5,448 | $3,198+70.4% | $3,888+40.1% | $3,358+62.2% |
| Admin fee / account holder | $11 | $1,428-99.2% | $5,065-99.8% | $3,203-99.7% |