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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 12 · EIN 13-1624203 | Participant loan processing; Custodia... | $6,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,790 | $60,139+90.9% | $90,461+26.9% | $79,856+43.7% |
| Participation rate | 80.3% | 65.0%+15.3pp | 72.7%+7.6pp | 69.6%+10.6pp |
| Annual return | 42.34% | 71.96%-29.6pp | 1294.76%-1252.4pp | 31.71%+10.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,809 | $2,939+97.7% | $3,964+46.5% | $3,741+55.3% |
| Admin fee / account holder | $63 | $3,978-98.4% | $5,617-98.9% | $5,306-98.8% |