| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $229,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,706 | $98,780+137.6% | $60,919+285.3% | $77,906+201.3% |
| Participation rate | 95.6% | 76.7%+19.0pp | 73.1%+22.5pp | 73.7%+21.9pp |
| Annual return | -11.05% | -11.56%+0.5pp | 16.98%-28.0pp | 12.16%-23.2pp |
| Employer contribution / active EE | $9,232 | $3,605+156.1% | $2,704+241.4% | $2,846+224.3% |
| Participant deferral / active EE | $8,887 | $4,200+111.6% | $3,814+133.0% | $4,805+84.9% |
| Admin fee / account holder | $56 | $89-36.9% | $3,226-98.3% | $133-57.8% |