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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,926 | $65,582-31.5% | $64,097-29.9% | $71,529-37.2% |
| Participation rate | 72.0% | 73.2%-1.2pp | 72.3%-0.4pp | 67.9%+4.0pp |
| Annual return | 11.58% | 18.96%-7.4pp | 33.75%-22.2pp | 28.97%-17.4pp |
| Employer contribution / active EE | $3,008 | $2,671+12.6% | $2,750+9.4% | $2,590+16.2% |
| Participant deferral / active EE | $3,766 | $3,628+3.8% | $3,881-3.0% | $4,291-12.3% |
| Admin fee / account holder | $61 | $616-90.1% | $3,070-98.0% | $1,588-96.2% |