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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,907 | $47,479+43.0% | $62,929+7.9% | $82,448-17.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 18.50% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,534 | $1,885+140.5% | $2,505+81.0% | $2,551+77.7% |
| Participant deferral / active EE | $7,021 | $2,870+144.6% | $3,888+80.6% | $4,139+69.6% |
| Admin fee / account holder | $128 | $3,804-96.6% | $5,065-97.5% | $7,234-98.2% |