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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $17,942 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,784 | $69,708-1.3% | $67,560+1.8% | $74,478-7.6% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 14.33% | -40.67%+55.0pp | 3533.50%-3519.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,484 | $2,715-45.3% | $2,737-45.8% | $2,626-43.5% |
| Participant deferral / active EE | $2,627 | $3,637-27.8% | $4,004-34.4% | $4,350-39.6% |
| Admin fee / account holder | $58 | $887-93.4% | $3,994-98.5% | $1,946-97.0% |