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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,751 | $65,440-28.6% | $98,506-52.5% | $85,851-45.5% |
| Participation rate | 95.6% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 11.42% | 21.75%-10.3pp | 1494.92%-1483.5pp | 318.63%-307.2pp |
| Employer contribution / active EE | $8,125 | $2,169+274.6% | $2,961+174.4% | $2,565+216.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $4,596-99.9% | $5,955-100.0% | $6,261-100.0% |