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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,716 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,741 | $69,774-41.6% | $67,561-39.7% | $74,429-45.3% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 15.56% | -40.53%+56.1pp | 3525.44%-3509.9pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,993 | $2,710-26.5% | $2,735-27.1% | $2,625-24.1% |
| Participant deferral / active EE | $3,386 | $3,636-6.9% | $4,003-15.4% | $4,348-22.1% |
| Admin fee / account holder | $93 | $890-89.5% | $4,006-97.7% | $1,944-95.2% |