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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 | $82,674+10.1% | $125,358-27.4% | $68,498+32.9% |
| Participation rate | 97.2% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.03%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $9,284 | $3,381+174.6% | $4,814+92.9% | $2,596+257.6% |
| Participant deferral / active EE | $8,006 | $6,111+31.0% | $7,447+7.5% | $4,027+98.8% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,007-100.0% | $5,403-100.0% |