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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,764 |
Service code 27 · EIN 20-5322603 | Advisory (Plan) | $49,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,423 | $50,919+16.7% | $155,556-61.8% | $77,762-23.6% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 16.29% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.0pp |
| Employer contribution / active EE | $2,563 | $1,991+28.7% | $4,675-45.2% | $2,728-6.1% |
| Participant deferral / active EE | $4,762 | $2,824+68.6% | $5,631-15.4% | $4,651+2.4% |
| Admin fee / account holder | $82 | $437-81.3% | $15,885-99.5% | $433-81.1% |