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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 | $48,011-35.1% | $63,803-51.1% | $82,637-62.3% |
| Participation rate | 99.0% | 66.6%+32.4pp | 72.7%+26.3pp | 68.1%+30.9pp |
| Annual return | 7.42% | 19.84%-12.4pp | 543.72%-536.3pp | 53.51%-46.1pp |
| Employer contribution / active EE | $1,844 | $1,904-3.2% | $2,532-27.2% | $2,552-27.8% |
| Participant deferral / active EE | $2,121 | $2,846-25.5% | $3,843-44.8% | $4,126-48.6% |
| Admin fee / account holder | $27 | $3,873-99.3% | $5,196-99.5% | $7,339-99.6% |