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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,455 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,952 | $52,188-71.4% | $86,656-82.7% | $74,473-79.9% |
| Participation rate | 96.6% | 66.3%+30.3pp | 71.7%+24.9pp | 70.7%+25.9pp |
| Annual return | 25.33% | 44.46%-19.1pp | 593.09%-567.8pp | 34.36%-9.0pp |
| Employer contribution / active EE | $3,025 | $2,282+32.6% | $3,0250% | $2,638+14.7% |
| Participant deferral / active EE | $1,548 | $3,383-54.2% | $4,439-65.1% | $4,530-65.8% |
| Admin fee / account holder | $38 | $319-87.9% | $5,619-99.3% | $347-88.9% |