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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,678 |
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 | $31,178 | $55,457-43.8% | $77,361-59.7% | $94,015-66.8% |
| Participation rate | 99.0% | 69.8%+29.1pp | 75.0%+24.0pp | 70.8%+28.1pp |
| Annual return | 7.42% | 15.57%-8.1pp | 1011.54%-1004.1pp | 17.84%-10.4pp |
| Employer contribution / active EE | $1,844 | $2,255-18.2% | $2,990-38.3% | $2,790-33.9% |
| Participant deferral / active EE | $2,121 | $3,069-30.9% | $3,911-45.8% | $4,249-50.1% |
| Admin fee / account holder | $27 | $4,334-99.4% | $5,894-99.5% | $8,951-99.7% |