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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,711 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,148 | $48,314-8.6% | $67,561-34.7% | $80,925-45.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.7%+28.3pp |
| Annual return | 12.92% | 18.28%-5.4pp | 3525.44%-3512.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,679 | $2,022-17.0% | $2,735-38.6% | $2,756-39.1% |
| Participant deferral / active EE | $2,982 | $2,927+1.9% | $4,003-25.5% | $4,299-30.6% |
| Admin fee / account holder | $29 | $3,690-99.2% | $4,006-99.3% | $6,940-99.6% |