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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $2,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,307 | $42,909+192.0% | $60,906+105.7% | $68,486+83.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -11.34% | -13.99%+2.6pp | 16.94%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $8,047 | $1,979+306.7% | $2,703+197.7% | $2,597+209.9% |
| Participant deferral / active EE | $8,459 | $2,866+195.1% | $3,814+121.8% | $4,028+110.0% |
| Admin fee / account holder | $13 | $3,104-99.6% | $3,227-99.6% | $5,404-99.8% |