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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 65 · EIN 13-1624203 | Account Maintenance | $1,950 |
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 | $52,929 | $91,710-42.3% | $67,560-21.7% | $77,762-31.9% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.2pp | 70.6%+25.6pp |
| Annual return | 11.57% | 14.88%-3.3pp | 3533.50%-3521.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,450 | $3,187-54.5% | $2,737-47.0% | $2,728-46.9% |
| Participant deferral / active EE | $2,107 | $3,911-46.1% | $4,004-47.4% | $4,651-54.7% |
| Admin fee / account holder | $1 | $245-99.5% | $3,994-100.0% | $433-99.7% |