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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 | $91,695+65.9% | $67,575+125.1% | $77,736+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 | 3528.98%-3516.5pp | 31.26%-18.7pp |
| Employer contribution / active EE | $9,423 | $3,189+195.5% | $2,736+244.5% | $2,728+245.4% |
| Participant deferral / active EE | $6,939 | $3,912+77.4% | $4,003+73.3% | $4,651+49.2% |
| Admin fee / account holder | $28 | $245-88.7% | $3,993-99.3% | $433-93.6% |