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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,676 | $69,774+54.3% | $67,561+59.4% | $74,429+44.7% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 12.88% | -40.53%+53.4pp | 3525.44%-3512.6pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $4,015 | $2,710+48.2% | $2,735+46.8% | $2,625+53.0% |
| Participant deferral / active EE | $5,903 | $3,636+62.3% | $4,003+47.5% | $4,348+35.8% |
| Admin fee / account holder | $2 | $890-99.8% | $4,006-100.0% | $1,944-99.9% |