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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,720 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,372 | $144,511-6.3% | $67,560+100.4% | - |
| Participation rate | 100.0% | 69.6%+30.4pp | 72.9%+27.1pp | - |
| Annual return | 14.94% | 20.85%-5.9pp | 3533.50%-3518.6pp | - |
| Employer contribution / active EE | $1,863 | $2,331-20.1% | $2,737-31.9% | - |
| Participant deferral / active EE | $2,828 | $3,447-18.0% | $4,004-29.4% | - |
| Admin fee / account holder | $14 | $8,271-99.8% | $3,994-99.6% | - |