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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,023 | $82,678+10.1% | $125,391-27.4% | $68,490+32.9% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $9,284 | $3,382+174.5% | $4,816+92.8% | $2,597+257.5% |
| Participant deferral / active EE | $8,006 | $6,111+31.0% | $7,448+7.5% | $4,028+98.8% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |