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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,366 | $46,599+147.6% | $64,101+80.0% | $75,173+53.5% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | 16.43% | 26.06%-9.6pp | 33.72%-17.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,080 | $1,975+55.9% | $2,749+12.1% | $2,671+15.3% |
| Participant deferral / active EE | $5,835 | $2,837+105.7% | $3,881+50.4% | $4,126+41.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |