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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 12 · EIN 13-1624203 | Participant communication; Direct pay... | $384 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,378 | $77,817-13.4% | $123,553-45.5% | $64,173+5.0% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.3%-0.6pp | 69.6%+12.1pp |
| Annual return | 0.73% | 12.49%-11.8pp | 119.21%-118.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,286 | $5,240+20.0% | $6,426-2.2% | $3,470+81.2% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,887-99.9% |