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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,922 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,703 | $60,989-48.0% | $60,906-47.9% | $66,938-52.6% |
| Participation rate | 99.2% | 74.5%+24.8pp | 73.1%+26.1pp | 69.8%+29.4pp |
| Annual return | -17.30% | -9.60%-7.7pp | 16.94%-34.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,895 | $2,661-28.8% | $2,703-29.9% | $2,545-25.5% |
| Participant deferral / active EE | $3,053 | $3,615-15.5% | $3,814-19.9% | $4,238-28.0% |
| Admin fee / account holder | $58 | $338-82.7% | $3,227-98.2% | $594-90.2% |