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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $569 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,235 | $49,249+162.4% | $70,476+83.4% | $79,852+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.74% | 30.09%-18.4pp | 109.12%-97.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $7,193 | $2,100+242.5% | $2,738+162.7% | $2,471+191.1% |
| Participant deferral / active EE | $7,532 | $2,769+172.0% | $3,710+103.0% | $3,740+101.4% |
| Admin fee / account holder | $4 | $2,878-99.9% | $3,847-99.9% | $5,306-99.9% |