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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,681 | $48,284-22.0% | $67,524-44.2% | $80,911-53.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.81% | 18.27%-3.5pp | 3519.41%-3504.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,392 | $2,021-31.2% | $2,734-49.1% | $2,756-49.5% |
| Participant deferral / active EE | $1,714 | $2,927-41.4% | $4,001-57.2% | $4,297-60.1% |
| Admin fee / account holder | $12 | $3,688-99.7% | $4,001-99.7% | $6,935-99.8% |