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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,774 | $46,599+129.1% | $64,101+66.6% | $75,173+42.0% |
| Participation rate | 93.8% | 65.9%+27.9pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 16.03% | 26.06%-10.0pp | 33.72%-17.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $3,955 | $1,975+100.2% | $2,749+43.9% | $2,671+48.1% |
| Participant deferral / active EE | $6,551 | $2,837+130.9% | $3,881+68.8% | $4,126+58.8% |
| Admin fee / account holder | $1 | $2,956-99.9% | $3,070-100.0% | $5,651-100.0% |