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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $19,579 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,414 | $64,705+5.7% | $62,929+8.7% | $67,986+0.6% |
| Participation rate | 98.6% | 65.6%+33.0pp | 73.1%+25.5pp | 57.2%+41.4pp |
| Annual return | 9.18% | 20.31%-11.1pp | 1063.93%-1054.7pp | 31.67%-22.5pp |
| Employer contribution / active EE | $1,842 | $2,376-22.5% | $2,505-26.4% | $2,019-8.7% |
| Participant deferral / active EE | $3,208 | $3,198+0.3% | $3,888-17.5% | $3,358-4.5% |
| Admin fee / account holder | $61 | $1,428-95.7% | $5,065-98.8% | $3,203-98.1% |