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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 | $65,084+136.3% | $67,681+127.2% | $64,340+139.0% |
| Participation rate | 94.2% | 66.7%+27.4pp | 73.7%+20.4pp | 55.2%+38.9pp |
| Annual return | 12.46% | 20.50%-8.0pp | 590.58%-578.1pp | 24.14%-11.7pp |
| Employer contribution / active EE | $3,787 | $2,398+57.9% | $2,678+41.4% | $1,862+103.4% |
| Participant deferral / active EE | $5,448 | $3,210+69.7% | $3,976+37.0% | $2,980+82.8% |
| Admin fee / account holder | $11 | $1,415-99.2% | $6,100-99.8% | $3,703-99.7% |