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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $47,908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,578 | $50,820-0.5% | $155,567-67.5% | $77,671-34.9% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.6pp | 70.6%+12.2pp |
| Annual return | 12.36% | 34.85%-22.5pp | 64.74%-52.4pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,587 | $1,993+80.0% | $4,674-23.3% | $2,726+31.6% |
| Participant deferral / active EE | $2,502 | $2,823-11.4% | $5,628-55.5% | $4,648-46.2% |
| Admin fee / account holder | $114 | $436-73.8% | $15,916-99.3% | $430-73.5% |