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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $74,834 |
TIAA2 years Filed as: CREF-TIAA-INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
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 | $184,644 | $107,415+71.9% | $135,998+35.8% | $80,187+130.3% |
| Participation rate | 99.3% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | 15.34% | 91.99%-76.7pp | 68.37%-53.0pp | 40.40%-25.1pp |
| Employer contribution / active EE | $11,449 | $3,878+195.2% | $4,860+135.6% | $2,980+284.2% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $18 | $127-85.5% | $10,769-99.8% | $145-87.3% |