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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,360 | $65,084+77.2% | $67,681+70.4% | $64,340+79.3% |
| Participation rate | 85.9% | 66.7%+19.2pp | 73.7%+12.2pp | 55.2%+30.7pp |
| Annual return | 10.49% | 20.50%-10.0pp | 590.58%-580.1pp | 24.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,271 | $3,210+1.9% | $3,976-17.7% | $2,980+9.8% |
| Admin fee / account holder | $78 | $1,415-94.5% | $6,100-98.7% | $3,703-97.9% |