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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 | $50,554-38.3% | $67,681-53.9% | $87,485-64.4% |
| Participation rate | 99.0% | 67.7%+31.2pp | 73.7%+25.2pp | 68.9%+30.0pp |
| Annual return | 7.42% | 17.81%-10.4pp | 590.58%-583.2pp | 26.06%-18.6pp |
| Employer contribution / active EE | $1,844 | $1,988-7.3% | $2,678-31.2% | $2,596-29.0% |
| Participant deferral / active EE | $2,121 | $2,961-28.4% | $3,976-46.6% | $4,274-50.4% |
| Admin fee / account holder | $27 | $4,132-99.3% | $6,100-99.6% | $7,775-99.7% |