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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,219 | $69,708+73.9% | $67,560+79.4% | $74,478+62.8% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.09% | -40.67%+53.8pp | 3533.50%-3520.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $4,024 | $2,715+48.2% | $2,737+47.1% | $2,626+53.2% |
| Participant deferral / active EE | $6,000 | $3,637+65.0% | $4,004+49.8% | $4,350+37.9% |
| Admin fee / account holder | $1 | $887-99.8% | $3,994-100.0% | $1,946-99.9% |