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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $175 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,231 | $69,708-25.1% | $67,560-22.7% | $74,478-29.9% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.56% | -40.67%+52.2pp | 3533.50%-3521.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,260 | $2,715-53.6% | $2,737-54.0% | $2,626-52.0% |
| Participant deferral / active EE | $1,037 | $3,637-71.5% | $4,004-74.1% | $4,350-76.2% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |