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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,571 | $47,163+39.0% | $149,696-56.2% | $74,460-11.9% |
| Participation rate | 77.6% | 63.4%+14.2pp | 78.8%-1.1pp | 70.7%+6.9pp |
| Annual return | 19.33% | 22.75%-3.4pp | 134.46%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,608 | $1,907+36.8% | $4,821-45.9% | $2,638-1.1% |
| Participant deferral / active EE | $4,631 | $2,730+69.6% | $5,682-18.5% | $4,530+2.2% |
| Admin fee / account holder | $66 | $343-80.8% | $13,212-99.5% | $348-81.1% |