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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 | $65,084+5.1% | $67,681+1.1% | $64,340+6.3% |
| Participation rate | 98.6% | 66.7%+31.9pp | 73.7%+24.9pp | 55.2%+43.4pp |
| Annual return | 9.18% | 20.50%-11.3pp | 590.58%-581.4pp | 24.14%-15.0pp |
| Employer contribution / active EE | $1,842 | $2,398-23.2% | $2,678-31.2% | $1,862-1.0% |
| Participant deferral / active EE | $3,208 | $3,210-0.1% | $3,976-19.3% | $2,980+7.7% |
| Admin fee / account holder | $61 | $1,415-95.7% | $6,100-99.0% | $3,703-98.3% |