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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 | $67,594+127.5% | $77,361+98.8% | $69,733+120.6% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.0%+19.2pp | 62.5%+31.7pp |
| Annual return | 12.46% | 19.20%-6.7pp | 1011.54%-999.1pp | 15.22%-2.8pp |
| Employer contribution / active EE | $3,787 | $2,649+43.0% | $2,990+26.6% | $2,250+68.3% |
| Participant deferral / active EE | $5,448 | $3,401+60.2% | $3,911+39.3% | $3,054+78.4% |
| Admin fee / account holder | $11 | $1,159-99.1% | $5,894-99.8% | $3,102-99.7% |