Filed August 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $671 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,020 | $91,621+13.5% | $67,511+54.1% | $77,671+33.9% |
| Participation rate | 88.8% | 76.0%+12.8pp | 72.9%+15.9pp | 70.6%+18.2pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $2,115 | $3,184-33.6% | $2,733-22.6% | $2,726-22.4% |
| Participant deferral / active EE | $3,536 | $3,906-9.5% | $4,000-11.6% | $4,648-23.9% |
| Admin fee / account holder | $1 | $176-99.5% | $3,999-100.0% | $430-99.8% |