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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,861 | $91,710-67.4% | $67,560-55.8% | $77,762-61.6% |
| Participation rate | 95.1% | 76.0%+19.0pp | 72.9%+22.1pp | 70.6%+24.5pp |
| Annual return | 14.53% | 14.88%-0.3pp | 3533.50%-3519.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $2,127 | $3,187-33.3% | $2,737-22.3% | $2,728-22.0% |
| Participant deferral / active EE | $2,272 | $3,911-41.9% | $4,004-43.3% | $4,651-51.1% |
| Admin fee / account holder | $33 | $245-86.7% | $3,994-99.2% | $433-92.5% |