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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 | $69,774-1.4% | $67,575+1.8% | $74,459-7.6% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 14.33% | -40.53%+54.9pp | 3528.98%-3514.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,484 | $2,710-45.3% | $2,736-45.8% | $2,626-43.5% |
| Participant deferral / active EE | $2,627 | $3,636-27.7% | $4,003-34.4% | $4,350-39.6% |
| Admin fee / account holder | $58 | $890-93.5% | $3,993-98.5% | $1,945-97.0% |