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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,360 | $65,072+77.3% | $66,439+73.6% | $65,306+76.6% |
| Participation rate | 85.9% | 69.1%+16.9pp | 74.5%+11.4pp | 57.7%+28.3pp |
| Annual return | 10.49% | 21.50%-11.0pp | 757.66%-747.2pp | 21.94%-11.5pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,271 | $3,234+1.1% | $3,876-15.6% | $2,959+10.5% |
| Admin fee / account holder | $78 | $1,323-94.1% | $6,173-98.7% | $3,480-97.7% |