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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,495 | $54,370-29.2% | $82,763-53.5% | $68,490-43.8% |
| Participation rate | 85.1% | 63.9%+21.2pp | 72.6%+12.5pp | 67.9%+17.2pp |
| Annual return | -11.82% | -13.67%+1.9pp | 702.45%-714.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $8,514 | $2,219+283.6% | $3,008+183.0% | $2,597+227.9% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4 | $4,398-99.9% | $5,325-99.9% | $5,403-99.9% |