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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 | $47,479-34.3% | $62,929-50.5% | $82,448-62.2% |
| Participation rate | 99.0% | 66.9%+32.1pp | 73.1%+25.9pp | 68.1%+30.9pp |
| Annual return | 7.42% | 20.34%-12.9pp | 1063.93%-1056.5pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,844 | $1,885-2.2% | $2,505-26.4% | $2,551-27.7% |
| Participant deferral / active EE | $2,121 | $2,870-26.1% | $3,888-45.4% | $4,139-48.8% |
| Admin fee / account holder | $27 | $3,804-99.3% | $5,065-99.5% | $7,234-99.6% |