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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 | $91,621+22.2% | $67,511+65.8% | $77,671+44.1% |
| Participation rate | 93.7% | 76.0%+17.8pp | 72.9%+20.8pp | 70.6%+23.2pp |
| Annual return | 13.40% | 14.87%-1.5pp | 3517.41%-3504.0pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,972 | $3,184-38.1% | $2,733-27.8% | $2,726-27.7% |
| Participant deferral / active EE | $2,738 | $3,906-29.9% | $4,000-31.6% | $4,648-41.1% |
| Admin fee / account holder | $62 | $176-65.0% | $3,999-98.5% | $430-85.7% |