| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,084 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,808 | $120,057+131.4% | $75,728+266.9% | $93,010+198.7% |
| Participation rate | 94.9% | 77.3%+17.6pp | 74.8%+20.0pp | 73.9%+21.0pp |
| Annual return | 12.76% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $9,661 | $3,253+197.0% | $2,743+252.2% | $2,705+257.1% |
| Participant deferral / active EE | $9,412 | $4,089+130.2% | $3,820+146.4% | $4,561+106.4% |
| Admin fee / account holder | $14 | $81-82.4% | $3,620-99.6% | $152-90.6% |