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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,933 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,464 | $60,989+10.6% | $60,906+10.8% | $66,938+0.8% |
| Participation rate | 94.4% | 74.5%+19.9pp | 73.1%+21.3pp | 69.8%+24.6pp |
| Annual return | -8.56% | -9.60%+1.0pp | 16.94%-25.5pp | 1.58%-10.1pp |
| Employer contribution / active EE | $2,826 | $2,661+6.2% | $2,703+4.6% | $2,545+11.0% |
| Participant deferral / active EE | $2,750 | $3,615-23.9% | $3,814-27.9% | $4,238-35.1% |
| Admin fee / account holder | $29 | $338-91.4% | $3,227-99.1% | $594-95.1% |