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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 | $69,745+54.4% | $67,511+59.5% | $74,546+44.4% |
| Participation rate | 96.1% | 71.3%+24.7pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 12.88% | -40.37%+53.3pp | 3517.41%-3504.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $4,015 | $2,705+48.4% | $2,733+47.0% | $2,624+53.0% |
| Participant deferral / active EE | $5,903 | $3,636+62.4% | $4,000+47.6% | $4,347+35.8% |
| Admin fee / account holder | $2 | $894-99.8% | $3,999-100.0% | $1,944-99.9% |