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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,930 | $91,762-55.4% | $67,502-39.4% | $77,643-47.3% |
| Participation rate | 92.9% | 75.9%+17.0pp | 72.9%+20.0pp | 70.6%+22.3pp |
| Annual return | 11.54% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,204 | $3,181+0.7% | $2,731+17.3% | $2,726+17.5% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $94 | $176-46.5% | $3,998-97.6% | $430-78.1% |