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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 | $48,314+152.6% | $67,561+80.7% | $80,925+50.8% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.7%+31.3pp |
| Annual return | 11.31% | 18.28%-7.0pp | 3525.44%-3514.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $5,545 | $2,022+174.3% | $2,735+102.8% | $2,756+101.2% |
| Participant deferral / active EE | $3,012 | $2,927+2.9% | $4,003-24.8% | $4,299-29.9% |
| Admin fee / account holder | $1 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |