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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 | $69,708+54.5% | $67,560+59.4% | $74,478+44.6% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.1pp | 67.2%+28.9pp |
| Annual return | 12.88% | -40.67%+53.5pp | 3533.50%-3520.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $4,015 | $2,715+47.9% | $2,737+46.7% | $2,626+52.9% |
| Participant deferral / active EE | $5,903 | $3,637+62.3% | $4,004+47.4% | $4,350+35.7% |
| Admin fee / account holder | $2 | $887-99.8% | $3,994-100.0% | $1,946-99.9% |