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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $33,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,729 | $69,774-31.6% | $67,561-29.4% | $74,429-35.9% |
| Participation rate | 79.2% | 71.4%+7.8pp | 72.9%+6.3pp | 67.2%+12.0pp |
| Annual return | 13.23% | -40.53%+53.8pp | 3525.44%-3512.2pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,799 | $2,710-33.6% | $2,735-34.2% | $2,625-31.5% |
| Participant deferral / active EE | $3,558 | $3,636-2.1% | $4,003-11.1% | $4,348-18.2% |
| Admin fee / account holder | $187 | $890-79.0% | $4,006-95.3% | $1,944-90.4% |