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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $42,738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,957 | $46,325-24.5% | $143,788-75.7% | $64,814-46.1% |
| Participation rate | 76.3% | 64.2%+12.0pp | 80.3%-4.0pp | 71.5%+4.8pp |
| Annual return | -13.88% | -10.05%-3.8pp | -0.03%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $3,301 | $1,911+72.7% | $4,952-33.3% | $2,507+31.7% |
| Participant deferral / active EE | $2,201 | $2,647-16.8% | $5,638-61.0% | $4,310-48.9% |
| Admin fee / account holder | $94 | $154-38.8% | $14,675-99.4% | $188-49.9% |