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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 | $69,745-41.6% | $67,511-39.7% | $74,546-45.3% |
| Participation rate | 99.3% | 71.3%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 15.56% | -40.37%+55.9pp | 3517.41%-3501.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,993 | $2,705-26.3% | $2,733-27.1% | $2,624-24.0% |
| Participant deferral / active EE | $3,386 | $3,636-6.9% | $4,000-15.4% | $4,347-22.1% |
| Admin fee / account holder | $93 | $894-89.6% | $3,999-97.7% | $1,944-95.2% |