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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 | $63,433+142.5% | $63,803+141.0% | $64,097+139.9% |
| Participation rate | 94.2% | 65.0%+29.1pp | 72.7%+21.5pp | 55.2%+39.0pp |
| Annual return | 12.46% | 20.74%-8.3pp | 543.72%-531.3pp | 34.64%-22.2pp |
| Employer contribution / active EE | $3,787 | $2,332+62.4% | $2,532+49.5% | $1,891+100.2% |
| Participant deferral / active EE | $5,448 | $3,119+74.7% | $3,843+41.8% | $3,080+76.9% |
| Admin fee / account holder | $11 | $1,489-99.3% | $5,196-99.8% | $3,454-99.7% |