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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,926 | $91,695+22.1% | $67,575+65.6% | $77,736+44.0% |
| Participation rate | 93.7% | 76.0%+17.7pp | 72.9%+20.8pp | 70.6%+23.2pp |
| Annual return | 13.40% | 14.88%-1.5pp | 3528.98%-3515.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,972 | $3,189-38.2% | $2,736-27.9% | $2,728-27.7% |
| Participant deferral / active EE | $2,738 | $3,912-30.0% | $4,003-31.6% | $4,651-41.1% |
| Admin fee / account holder | $62 | $245-74.8% | $3,993-98.5% | $433-85.8% |