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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,098 | $50,860+45.7% | $155,574-52.4% | $77,714-4.7% |
| Participation rate | 76.0% | 63.1%+12.9pp | 78.2%-2.2pp | 70.6%+5.5pp |
| Annual return | 12.68% | 34.86%-22.2pp | 64.87%-52.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,685 | $1,991+34.9% | $4,676-42.6% | $2,727-1.5% |
| Participant deferral / active EE | $4,834 | $2,825+71.1% | $5,629-14.1% | $4,649+4.0% |
| Admin fee / account holder | $78 | $436-82.2% | $15,914-99.5% | $433-82.0% |