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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,051 | $48,277+152.8% | $67,511+80.8% | $80,874+50.9% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.3pp |
| Annual return | 11.31% | 18.27%-7.0pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $5,545 | $2,021+174.4% | $2,733+102.9% | $2,756+101.2% |
| Participant deferral / active EE | $3,012 | $2,926+2.9% | $4,000-24.7% | $4,297-29.9% |
| Admin fee / account holder | $1 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |