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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $26,712 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,500 | $65,322+12.5% | $70,476+4.3% | $73,4930% |
| Participation rate | 95.9% | 77.0%+18.9pp | 75.1%+20.8pp | 70.7%+25.2pp |
| Annual return | 13.90% | 15.71%-1.8pp | 109.12%-95.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,314 | $3,375+57.5% | $3,710+43.2% | $3,740+42.1% |
| Admin fee / account holder | $70 | $214-67.1% | $3,847-98.2% | $513-86.3% |