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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $33,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,657 | $46,332+13.7% | $143,799-63.4% | $64,819-18.8% |
| Participation rate | 81.6% | 64.2%+17.3pp | 80.3%+1.2pp | 71.5%+10.1pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $2,659 | $1,911+39.1% | $4,952-46.3% | $2,507+6.1% |
| Participant deferral / active EE | $4,422 | $2,647+67.0% | $5,638-21.6% | $4,311+2.6% |
| Admin fee / account holder | $60 | $154-61.0% | $14,677-99.6% | $188-68.1% |