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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,118 | $91,692+65.9% | $67,561+125.2% | $77,714+95.7% |
| Participation rate | 98.1% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.52% | 14.88%-2.4pp | 3525.44%-3512.9pp | 31.26%-18.7pp |
| Employer contribution / active EE | $9,423 | $3,188+195.6% | $2,735+244.6% | $2,727+245.6% |
| Participant deferral / active EE | $6,939 | $3,912+77.4% | $4,003+73.3% | $4,649+49.2% |
| Admin fee / account holder | $28 | $245-88.7% | $4,006-99.3% | $433-93.6% |